Kathleen Townsend, CFP®
Director of Financial Planning Services
Kathleen has been working with Blue Rock Avenue One since she graduated from West Chester University in 2009, after having worked in their intern program during her senior year. Her responsibilities include all services necessary for a new client to join the “Blue Rock Family” and she is in regular contact with our clients as they transition to the firm. Kathleen holds the Certified Financial Planner™ (CFP®) designation and is fully licensed in both Life/Heath Insurance, as well as her Series 7.