Kathy Real

"I enjoy working with clients as they move through the various phases of life while they grow families and work towards their financial goals.”

Kathy joined Broadview Financial Management in July 2024, having previously worked in the retirement plan administration, mortgage, and appraisal review areas of the financial services industry.  She graduated from the University of Wisconsin – La Crosse with a bachelor’s degree in finance.

She enjoys supporting animal welfare efforts, traveling, spending time with family and friends, especially her nieces and nephew, and cheering on the Milwaukee Brewers.