Thorley Wealth Management
Kathryn Sengupta has a solid background in financial services, currently serving as a Financial Assistant at Thorley Wealth Management, Inc. since September 2022. Prior to this role, Kathryn worked as a Financial Planning Assistant at Ameriprise Financial Services, LLC from March 2021 to August 2022, and as a Financial Services Professional at MassMutual New York State from January 2020 to March 2021. Earlier experience includes positions as a Registered Paraplanner at C3 Advisory and Operations Manager at LynnLeigh & Company, LLC and Cornerstone Wealth Management. Kathryn's career began as an Executive Assistant at Provvidenza & Wright CPA's LLC and included a role as a Branch Office Administrator at Edward Jones. Kathryn holds a Bachelor of Science degree in Psychology from the State University of New York College at Brockport.
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Thorley Wealth Management
As experienced wealth consultants, they serve as a partner for clients as they design plans to help them maximize their resources and achieve their lifetime goals.