Kathryn McNeely

Kathryn McNeely

Director of Operations

Kathryn strongly believes that technology should be used to increase efficiency and enhance, not replace, our interactions with clients. Her role is to assist the firm’s multiple offices in utilizing technology to deliver a personalized, professional client experience.

She enjoys building processes that streamline services and communication, always focusing on the client's experience. Kathryn began her career in client service in 1998. She has worked closely with advisors in managing client accounts and has applied this knowledge and experience towards aligning the firm's technology platforms.

Kathryn holds a BA from The University of Texas at Austin. She is a founding member and investment adviser representative of Journey Advisory Group.

Her greatest satisfaction comes from seeing clients realize their financial goals and dreams.

Kathryn is married and lives in Moody, TX. She and her husband are not waiting for retirement to start on their own bucket list.