Kistler-Tiffany Advisors

CONNECT

Address:

920 Cassatt Road , Suite 205
Berwyn, PA 19312-1178

Phone:

(610) 722-3300

KATHARINE KELLOGG-WILLIAMS

KATHARINE KELLOGG-WILLIAMS

Product Analyst

Kathy has been working in the financial planning industry since 1981 starting out as an Actuarial Assistant involved in product and software development. In 1984, she became a Product Analyst for Kistler-Tiffany Advisors providing life insurance product support to our advisors. Her responsibilities include new business proposals with competitive analysis and inforce policy analysis. She also provides technical instruction and training in life insurance products and software to our advisors and their staff.

Kathy is also involved in website development and the design of marketing materials and sales presentations. She also serves as liaison between the IT consultants and our end user. Other responsibilities include the monthly reporting and tracking of all revenue sources.

Kathy earned a Master of Science Degree in Applied Statistics from Villanova University and prior to that graduated from Elizabethtown College with a Bachelor of Science Degree in Sociology.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck