Kathy Hoenow

Kathleen Hoenow

Client Services Coordinator

Kathy is Client Services Coordinator for Level Financial Advisors. She joined the firm in 2007 after working for several financial services firms, including AIM Investments in Houston, Texas. She is a graduate of Oswego State College.

She is responsible for opening new accounts, transferring client assets between accounts, making and monitoring trades within accounts, and providing distributions to clients.

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