Kathy Beers, FPQPTM
Operations Analyst

Kathy Beers has over 18 years of experience in various aspects of financial planning since becoming a Financial Paraplanner Qualified Professional (FPQPTM) in 1998. Kathy is responsible for training our Strategic Partners on Pinnacle’s technology platform. Kathy has a bachelor’s degree in Art and Education from Coe College in her home state of Iowa.