Kathleen Dey joined Penn Wealth Planning, LLC in 2014 as a Client & Advisor Coordinator. She has over 10 years of administrative experience in the medical, clinical trial and financial industry.
Kathleen coordinates the client and advisor to maintain the highest level of client satisfaction and provide a first class experience. In addition, Kathleen assists with client service of opening accounts and processing transfers as well as coordinates scheduling and assists with preparation for client meetings, reviews and our frequent educational WebEx events. She also helps coordinate our social nights, quarterly events and yearly open house.
Kathleen holds a license in Life, Long-Term Care & Disability Insurance and works closely with clients by conducting insurance needs analysis and helps clients evaluate their current coverage to determine cost-effectiveness and to identify gaps in coverage. This analysis is aligned with each client's life needs and goals.
Prior to joining the Penn Wealth team, Kathleen worked as a Customer Service Representative supporting a financial company in their call center with providing award-winning service to employees within Fortune 500 companies' retirement plans and individual retirement accounts.
Kathleen grew up in Lambertville, NJ and now resides in Titusville, NJ. She's a member of the Chapter 1198 Women of the Moose in Flemington, NJ. The Women of the Moose is a unit of Moose International, where members work in harmony with the members of the Loyal Order of Moose to provide a helping hand to those in need in the community as well as contribute to the support and maintenance of Mooseheart Child City and School and Moosehaven Retirement Care Facility.