Kathleen Tollison of First Insurance & Investments is a Certified Financial Planner and Financial Advisor offers her services at the First Federal Bank office in Maumee. Kathleen entered the financial services industry in 1989. She has over 11 years experience as a Certified Financial Planner and has helped hundreds of investors. Kathleen specializes in retirement and investment planning, as well as general tax and estate planning. She offers various programs through Online Brokerage Systems. Kathleen can also answer questions about stocks, bonds, mutual funds, insurance and client portfolios. Kathleen graduated from the University of Toledo with a degree in Business Administration. She is an active member of St. Joseph’s Catholic Church and school, Sylvania. She has also volunteered her time as a Girl Scout Leader for over eight years. Kathleen resides in Sylvania and has two children, Will and Brooke. Kathleen serves clients in Maumee, Oregon, Perrysburg, Genoa and surrounding areas. |