Kathy Longo, author of Flourish Financially – Values, Transitions and Big Conversations, is founder and president of Flourish Wealth Management. For more than 25 years, she has served her clients with extensive knowledge and wisdom as a wealth manager, financial planner, firm manager and business owner. Her many awards include being named one of the top 50
Women in Wealth Management by Wealth Manager Magazine. She has been a wealth manager for 25 years and has held wealth management positions at such firms as Accredited Investors, Family Financial Strategies, American Express Trust Company, KPMG, Deloitte & Touche and CCP Financial Planning. She lives in Minneapolis with her husband and three children.
