Kathe Addison

Bringing over 30 years of financial business experience, Kathe Addison is described by clients as their “go to.” She’s always available to assist them with anything she can.

Addison joined the firm in 2001 as an Administrative Assistant, performing all office logistical tasks – bringing a new level of professionalism to the role’s demanding needs of client communication, support, record keeping and meeting preparation. Her ability to grasp concepts quickly combined with a thorough commitment to the firm’s vision allowed her to evolve into her current role as comprehensive Planning Practice Manager. Addison manages organizational aspects of the practice, including client requests, planning case coordination and preparation and strategic implementation.

Addison has been recognized nationally as Lincoln’s Financial Advisors 2009 “Staff of the year.” Her proactive nature and business acumen - combined with a clear understanding of her planners activities - has provided her with the approach necessary to complement the financial services business, run a growing practice and give back to the community.

Addison holds her Series 6 Securities License as well as her Ohio Life, Health & Annuities License.