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Kathryn Winfree

Senior Client Service Associate

Kathryn joined our group in 2016 after spending the prior ten years at Wells Fargo supporting their Wealth Management team. Kathryn received an associate of applied sciences degree in computer networking. Kathryn is the first friendly voice you’ll hear and vital to the behind the scenes work with our clients. She’s our paperwork expert, technology savant, and liaison to a consistently positive client experience.

To counteract her love of sweets, especially chocolate cake, Kathryn has dedicated her mornings before work to her Burn Boot Camp workouts with her husband, Mike. She says it helps to prepare her for the day, and leaves her evenings open to walking her dog Penny, supporting her daughter, Sydney, at cheer or dance, and cooking dinner for the family.

What do you enjoy most about being a team member of Ray Olson, LLC? I really appreciate the family atmosphere of the company. I immediately felt welcomed and part of the team right away and love the way we work together to help clients.

How are your personal qualities reflected at work? I am very task driven and like to check things off a list. I bring that into my work so that I don’t forget to do things and make sure it’s done right the first time. I am also very organized and like things neat and kept that way. I bring that into work by having a place for everything and not keeping unnecessary things.

When you are not at the office, you can often be found doing what? Spending time with my husband and daughter. I also enjoying running and run several races a year.

What is your favorite quote and why?
“And in the end the love you take is equal to the love you make.”
— The Beatles

Because it helps me value each day as you may not know if it’s your last; life is short so live and love fully every day.

For what in life do you feel most grateful? I am most grateful for my husband and daughter. Family and making great memories are very important to me.

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