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Our Team

Kathryn Meredith

Owner, CFP®

As the creator of The Prosperity ProcessTM, Kathie is well known for her client-centered approach. Kathie is a Certified Financial Planner™ professional, and has been a financial planner and successful business owner since 1989....
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John Harnish

Director of Financial Planning, CFP®

John Harnish has been a member of the KM Investment Services team for over eight years. John is a Certified Financial Planner™ professional. As such, John plays an important role working with clients as they progress through The...
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