Kathy Leopold

Executive Assistant

With 22 years of experience in the financial services industry as a Registered Executive Assistant, Kathy uses her extensive background in marketing and client service model to fulfill a seamless experience between the team and the client. She also holds FINRA Series 7, 6, 63 and 31 which make her uniquely qualified to assist Tier One Wealth Management.  

Kathy loves to travel! She’s been known to spend her holidays tucked away in the mountains of Knoxville, TN where two of her children and their spouses live with a total of five grandchildren! She’s covered the area between Washington, DC and Fredericksburg, VA countless times because that’s where three more grandchildren live with their spouses. One of those kids even made her a great Grandma, which she thinks is one of the best titles ever. Kathy’s oldest daughter and spouse have been living in Europe for the past five years, so Kathy has been able to travel there and has climbed the Eiffel Tower, toured the Vatican Museum and seen the canals of Venice. Souvenir shopping is one of her other travel passions. She hopes another European adventure is soon to happen. 

Kathy’s zeal for helping others doesn’t stop at the office. She’s been known to pick up a hammer and saw for Habitat for Humanity, walk miles for cancer research and support local charity shops. 

Her favorite people are – people who make her laugh!

Phone (303) 854-9877