“After more than 25 years in the industry, I still wake up every morning excited to help clients reach their goals. I focus on making their life as easy as possible when navigating complex financial, tax and estate planning issues.”

Kathryn Courain, CFP®

Partner I Animal activist
Kathryn has more than two decades of experience assisting high-net-worth clients with their total wealth management needs, including perpetual trust planning, private foundation and charitable planning, commercial financing and tax planning. She specializes in managing legal and tax advisor relationships in order to provide clients with a comprehensive vision of their overall financial goals.

Since each client has unique investment and planning objectives, Kathryn employs different strategies and solutions to meet specific needs. She provides the necessary unbiased advice and financial analysis necessary that helps guide clients through the wealth management process to ensure goals are met.

Kathryn grew up in Santa Barbara County and was an avid equestrian for more than 30 years. She has a passion for supporting animal welfare charities, such as C.A.R.E.4Paws and the Santa Maria Valley Humane Society. She also enjoys hiking, and morning beach walks.