Kathleen | Client Concierge | Summit View Wealth Management

Kathleen M. Mock

Client Concierge

Kathy currently holds a FINRA Series 7: General Securities Representative, and FINRA Series 66: Uniform Securities Agent Registrations. She is responsible for the day to day operations of the firm. She is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisor Representative of Cambridge Investment Research Advisor. She works closely with individuals and businesses and the many investment companies with which Mint Capital Advisors, LLC conducts business.

Kathy is originally from and resides in Johnstown. She enjoys scrapbooking, watching sports, and spending time with her family.

Kathy may be reached at mockk@summitviewwealth.com.