Kathy Obrien
Consultant @F2 Strategy
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WORK HISTORY
Consultant @F2 Strategy
EDUCATION
Arizona State University
Bachelor's degree
ABOUT KATHY OBRIEN
With over 25 years of trust experience, I bring deep expertise in trust administration, personal finance, estate planning, and asset management to my role as Senior Vice President and Trust Officer Specialist. My credentials as a Certified Trust and Fiduciary Advisor (CTFA), Accredited Estate Planner (AEP), and Certified Senior Advisor (CSA) reflect a steadfast commitment to fiduciary compliance and trust services excellence. My focus lies in supporting individuals, families, and organizations with tailored trust administration, and wealth management strategies. Guided by a dedication to integrity and high standards, I specialize in delivering personalized solutions that align with clients\' financial goals and legacy aspirations.
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