Collaborative Practice
Collaborative Law Association of the Rochester Area, Inc.
Professionals - Financial Professionals
The financial specialist can assist with all monetary issues, including budgets, assets, debt, liquidity, child and spousal support, retirement planning, residence decisions, reconciliation of expenses, tax implications, etc. This person can make complex financial issues easier to understand and offer creative financial solutions based on the family’s unique circumstances.
Kristen is a skilled financial executive with demonstrated abilities in asset valuations; identifying, executing and financing successful growth strategies; evaluation of prospective business and investment opportunities; and in sourcing, negotiating and integrating mergers and acquisitions. She has twenty-five years’ experience in consulting for small and medium-sized businesses as well as in financial management and strategy in the co...
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Kathryn R. Castro is a financial advisor with Cadence Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC. She has been serving clients in this capacity for over 15 years. Katie is a CERTIFIED FINANCIAL PLANNING™ practitioner and a CERTIFIED DIVORCE FINANCIAL ANALYST. Her educational background, which includes a Bachelors in Social Work and a Masters in Counseling, gives her a unique pe...
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