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Kathy Holeman

Bio:

In her fourth year as operations manager, Kathy Holeman is one of the key players at Platinum Financial Planning, Inc. In charge of client account administration, disbursements, and reconciliations, Kathy is essential to the efficient functioning of the back office services which are ancillary to our main purpose: providing the best possible service to our clients! In addition to her work here, Kathy is a proud grandmother of two!