Blue Fountain Wealth Management

Kathleen is dedicated to helping individuals and families achieve their financial dreams. She leverages her on going financial services training with a practical tailored approach to advise her clients. Kathleen earned the Accredited Portfolio Managing Advisor professional designation from the College of Financial Planning. She received her Master of Business Administration from Southern Methodist University and her Bachelor of Science from Loyola University of Chicago. Kathleen holds Series 7 and Series 66 professional licenses and is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.

Advisor Bridge Inc. is a financial services company located in McKinney, TX. They offer a variety of services, including wealth strategies, intelligent technologies, regional sales support, and exclusive marketing tools. The company has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. Advisor Bridge Inc. is committed to providing their clients with the best possible service. They offer a personalized approach to financial planning and work with their clients to develop a plan that meets their individual needs and goals. The company also offers a variety of educational resources to help their clients learn more about financial planning and investing.

We Believe in Being Different Foundation Wealth Partners exists to help clients navigate the financial and emotional complexities of wealth. Every family is unique and our goal is to provide a comprehensive approach that is both objective and customized. The Wealth Advisors of Foundation Wealth Partners take pride in having years of financial services experience helping clients work towards objectives well beyond their investment goals. As a fully independent and objective firm, we are able to provide impartial financial advice while making suitable choices for our clients tailored to their individual situations and desires.