Kathy Armstrong Mba, Cfp®

Kathy Armstrong, MBA, CFP®, has extensive experience in the financial services sector, currently serving as a Financial Planner at Heritage Financial Consultants LLC since January 2004, where the focus is on providing comprehensive financial, retirement, investment, business succession, and estate planning strategies for high net worth clients. Prior to this role, Kathy contributed to the academic field as a Faculty Associate at The Johns Hopkins University - Carey Business School from 1992 to 2011, specializing in financial planning, strategic planning, and marketing. Kathy also held the position of Vice President in the Private Banking division at Mercantile Safe Deposit & Trust from 1999 to 2003 and worked as an Assistant Professor at Notre Dame of Maryland University from 1984 to 1990. Educationally, Kathy holds an MBA from Loyola University Maryland, a CFP from the College for Financial Planning, and a BA in Economics from Roanoke College, along with additional training from the ABA National Graduate Trust School and ABA National Trust School.