Kathryn Marchwick CFP®

Investment Advisor Representative

Kathryn A. Marchwick is a Certified Financial Planner® with Heritage Capital Group, LLC. In this capacity, she provides fee based financial planning advice in all aspects of investment and wealth management, insurance needs analysis, education planning, retirement planning, including pension and other qualified plans for businesses. Kathryn also holds Series 7, 63 and 22 licenses. She has completed the training for her certification as a Certified Divorce Financial Analyst®.

Kathryn was a financial services representative with MetLife, Phoenix Life and John Hancock for over 30 years prior to becoming an independent advisor. In that role, she has provided financial asset management and insurance advice, along with fee based planning to her clients.

Kathryn attended the University of Wisconsin Parkside and also, received an AA degree from Kenosha Memorial Hospital Histotechnology School. She spends most of her spare time with her husband, Jack, and enjoys all the various activities of her 4 grandchildren. She sings in the choir of Blessed Sacrament Roman Catholic Church. Kathryn sits on the board of Amanda Hope Rainbow Angels (AHRA) where she serves as Secretary, and is a member of the Blessed Sacrament Roman Catholic Church finance council.