Kathleen joined Schlosser, Fleming & Associates, Ltd. in February of 2001. She graduated from the College of Saint Rose in Albany, NY in 1993 with a summa cum laude degree in mathematics and a minor in secondary education. She has worked in the retirement industry since 1996. She completed her Qualified 401(k) Administrator designation in 2001 and is an active member of ASPPA. Kathleen is responsible for all aspects of retirement plan administration, including designing and writing Plan documents, calculating Plan contributions, completing required government filings, and communicating with Plan participants. Outside the office, Kathleen enjoys spending time with her husband, Robert, and their cats, Simon and Max. She also enjoys volunteer work supporting the church.