Kathy Scanlon, CPA, CFP®
Kathy grew up in a military family, moving from post to post almost every two years, but settled in Austin, Texas after graduating from the University of Texas, cum laude, with a BBA degree in Accounting. She practiced public accounting as a CPA for about 11 years, providing tax and audit services to individuals and small businesses.
She has been a CFO for a global construction company that grew from $18 million in annual sales to over $100 million in less than five years, as well as a small publicly held charitable bingo company, listed on the NASDAQ. As the CFO for these companies, she was responsible for implementing and administering all employee benefit plans including health insurance, the 401K, stock options and stock purchase plans. She also had extensive experience in mergers & acquisitions.
She joined AXA Advisors in February, 2005 as a Financial Consultant, then in 2007, became an independent representative of VSR Financial Services, a registered Investment Advisor, first with a local firm Planning Works, and then with her own firm, Scanlon Financial Services providing comprehensive financial planning and investment advisory services. She joined Bearing Financial Advisors, LLC in November, 2014.
She has been the District 3 Director for Pedernales Electric Cooperative, the largest electrical coop in the country, since 2008, and is a past President of the Board. She currently serves as the Audit Committee Chair and Vice-President of the Board.
She has four children, one girl and three boys. She is a volunteer with Family Eldercare, Mobile Loaves & Fishes; Professional licenses include CPA and CFP®, FINRA Registrations: Series 7 & 66, and Life & Health Insurance.