Windward Private Wealth Management

Windward Private Wealth Management

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    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Matt Bellomo
    • Nicholas P. Hartley
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Kathy M. Washburn

Home » Who We Are » About the Firm » Kathy M. Washburn

Operations Manager
Tax Preparer

Kathy M. Washburn

About Kathy

Kathy is Windward’s Operations Manager and Tax Preparer. She is responsible for the firm’s overall operations, including client services, marketing, human resources, IT and compliance. In addition, she handles tax returns and tax projections, calculates IRA distributions and oversees bookkeeping and accounting services. She enjoys helping clients manage the changes in their lives while preserving wealth, reducing their taxes and enjoying retirement.

Kathy has extensive experience in accounting, having worked with Darrell Tierney, Windward’s founder, for nearly 30 years. She is also an enrolled agent with the IRS, which means that she is able to represent taxpayers before the Internal Revenue Service.

Kathy lives in Kansas City, Kansas, with her husband, John. They have two daughters and four grandchildren, whom she loves spending time with. She volunteers with her church, enjoys exercising and attending sporting and school events for her grandchildren.

Education and Certifications

  • Enrolled Agent

Affiliations

  • National Association of Tax Professionals

Contact Kathy

kwashburn@windwardfp.com
913.601.3103

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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