Kathy A. Stoner

Kathy joined Carlozzi Financial Services in 2011 as an Administrative Assistant, supporting the firm’s growing wealth management practice. With over a decade of experience in client service and office administration, Kathy plays an essential role in ensuring the daily operations of the office run smoothly and efficiently.

Outside the office, Kathy enjoys spending time with her children and grandson, being outdoors, and keeping up with her favorite TV shows.