Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Financial Education, Investment Strategies
Languages: English, Spanish
Kathryn Nicholson is a graduate of the Bauer Honors Program at the University of Houston. She studied Finance and completed the Certified Financial Planning curriculum. She is currently pursuing her CFP® designation.
Kathryn also graduated from the Summer Venture in Management Program at Harvard Business School in 2017. In 2019, she earned the First Year Rising Leaders award, being the first female to earn the designation at MassMutual Texas Gulf Coast, and the third representative in the firm’s history.
She is a native of the Rio Grande Valley where she spent her childhood playing soccer, performing in local theater, and helping her grandmother’s small-business. She is the eldest of three, with two younger brothers and a loving home protected by four dogs.
Away from the office, Kathryn is a member of ROC for h.e.r., the Young Professionals Organization assocated with The Women’s Fund. She was recognized as The Women’s Fund’s Rookie of the Year in 2019. She is a proud Bauer graduate and current Board Member of the Bauer College Young Professionals Board.
She is an avid reader and coffee enthusiast, on a mission to visit every local coffee shop in Houston and when she travels. Some of her favorite books include Tuesday’s with Morrie, The Last Lecture, and classics such as Pride and Prejudice. Her favorite quote is ‘keep moving forward’.
PRODUCTS AND SERVICES
- Pension Payout Alternatives
- Fixed Annuities
- Mortgage Protection (through life insurance and disability income insurance)
- Disability Income Insurance
- Estate Conservation Strategies
- Long-Term Care Insurance
- Medicare Supplement Coverage
- Term Insurance
- Universal Life Insurance
- Whole Life Insurance
Check the background of this investment professional on FINRA’s BrokerCheck
3700 Buffalo Speedway Ste. 750
Houston, TX 77098