Kathleen Scalzo

Kathy works as a part-time support person performing administrative duties and special projects for Elevate Wealth Planning.

Kathy is retired from a 30 year career working as a legal secretary/office manager in a county governmental law office. She was also employed by Edward Jones Investments for 15 years serving in the position as Part-Time Administrative Assistant for various offices in New Jersey, Pennsylvania and Florida.

Kathy is an active person with a desire to make a positive contribution to the team at Elevate Wealth Planning. Kathy enjoys spending time with her family and friends, sewing, decorating, maintaining a healthy lifestyle and helping others.