Kathee Jefferson is the operational heart of Kars Wealth and a leader in our firm’s daily management. She ensures every client experience is handled with uncompromising professionalism, making every interaction seamless, secure and personal.
With decades of experience with financial systems, Kathee is known for her proactive leadership and her skill in navigating the complex details of wealth management. Whether she is coordinating with our institutional partners at Schwab and Fidelity or managing client requests, her focus remains the same: providing the care and precision that ensures our families feel heard, valued, and expertly supported.
Kathee is an active member of her church choir and an avid reader, although her favorite time is spent with her six grandchildren. Her ability to bring structure is visible in her life both in and out of the office – as a passion for organization stays with her even in her spare time!