Life Requires Planning; we are here for you.
Kathy Caruso
Narrative / Experience
Kathy joined Fendrick Morgan, LLC, in 2007 and has worn many hats since that time. Initially, Kathy assisted in our Estate Administration Department. In that role, she gained great knowledge of the estate administration process and has generously shared that knowledge with our clients over the years. Since that time, Kathy has been involved in every type of service we provide, and is well versed in each of them. These days, she is the first face you see when you walk through our doors and, often, the voice on the other end of the phone when you call. She is always happy to assist clients with scheduling and any other concern they may have. Her willingness to help is unsurpassed.
Kathy graduated from Philadelphia Textiles and Science (now Jefferson University). Earlier in her career, Kathy worked in the apparel industry before taking time away from the workforce to raise her two children.