Kathy Beers RP®

Portfolio Accounting Manager

I am Kathy Beers, Portfolio Accounting Manager for The Enrichment Group.

After graduating with a BA in art and education from Coe College in Iowa, I moved to Miami in 1974. Since then I have had several different job opportunities as well as two life-changing experiences, a divorce and then the death of my second husband. Because of all of this, I am very empathetic toward our clients, my coworkers, friends and family. I am a good listener with a deep understanding and appreciation for the circumstances of others.

I have been a part of The Enrichment Group team since 1997, receiving the Registered Paraplanner™ designation in 1998. My area of expertise is portfolio implementation and administration. I am always looking for ways to help our financial planners get the information they need more easily, more quickly and more efficiently. I love the challenge of creating ways to streamline our office processes and procedures, providing better service for our clients. Being a part of a dynamic, family-centered and client-centered company has greatly enriched my life. I love our focus on transitions, particularly divorce and the loss of a spouse.

I am richly blessed to be able to work remotely from my home. I currently live in Inverness, Florida away from the hustle and bustle of Miami. Since moving here in 2008, I have developed a wonderful new circle of friends. On many Sunday afternoons after church, I can be found sitting at the side of a lake or river in Citrus County gathered together with good friends enjoying the fresh Gulf shrimp with a cold beer, viewing manatees, bird watching or walking the trails in the area. I return to Miami on a regular basis in order to interact with clients and coworkers, as well as to visit with my daughter, son and new daughter-in-law who live in Miami.

 

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Kathy Beers RP®

Portfolio Accounting Manager

Areas of Expertise

  • Portfolio Implementation & Administration

Education

  • Bachelor of Arts, Coe College Iowa

Certifications/Credentials

  • Registered Paraplanner™