Kathy T. Bickhaus makes it her goal to add value through a strong client-advisor relationship and by providing each client with access to the best financial resources available in the marketplace. Her team focuses on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives. From implementing tax-efficient strategies for concentrated stock positions to retirement and educational planning, we work with every client to develop a plan to help grow and preserve their wealth. We initiate our planning-based discussion around your financial needs, your short and long-term objectives, your time horizons and risk tolerance. By customizing a wealth management plan for you, we are looking to maximize your potential for achieving your financial goals. Kathy helps clients develop financial strategies to pursue financial security. Kathy adheres to a disciplined process that delivers a consistent wealth management experience. Kathy manages to maximize gains, but her primary focus is to manage for risk. Kathy earned B.A. degree in Business from Texas A&M University and her M.B.A. in Finance from the University of Texas at Dallas. She holds, Series 7, Series 63, Series 65 FINRA registrations and Group 1 Life and Health certificate. Kathy has been an active member and served on the Board of the Women's Finance Exchange and has been involved with the Women's Business Council Southwest. Kathy is passionate about financial literacy, especially for women and youth. Kathy resides in Lantana, Texas with husband Craig Bickhaus, daughter Savannah and son Cooper. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.