Since 1999, Kathleen B Jucar has been involved in financial services. She spent 15 years as a Regional Vice President at major insurance companies, supporting financial advisors in Southern California, Las Vegas, and Hawaii. She was a member of the Leader’s Council for a number of years, and she provided workshops and educational seminars around Social Security and retirement planning with the use of insurance products.

In 2018, Kat’s husband, Brad, passed away unexpectedly. His death made her realize the need for more education and financial services for women and especially for widows. She is now a financial advisor for Synergy Wealth Partners where she is dedicated to provided holistic financial planning to her clients.