Kathryn Perez, a Marketing Assistant at Treaty Oak Advisors, brings 8 years of industry experience to her role. She attended San Antonio College and holds a Life and Health License in Texas, obtained in 2020. Kathryn found immense purpose in studying and learning about the needs and benefits of life insurance and financial planning. She assists the team in helping clients understand how life insurance forms a living part of their financial foundation and the value of comprehensive planning.
Kathryn's favorite aspect of working with clients is the opportunity to make a tangible difference in their lives. She views every conversation as more than just a discussion about life insurance; it's about clients themselves, their loved ones, and their future aspirations.
Outside of work, Kathryn is married to Steve and has three adult sons: Steven (31), Timothy (26), and James (21). She cherishes her granddaughter, Everly (2) and is excited to have a new granddaughter (Leia) born on New Years Day! Her family also includes two dogs, Diamond, a Blue Pit, and Gidget, a Pug. Kathryn enjoys an active lifestyle, including running, hiking, thrifting, and flea market shopping. She also loves attending concerts and festivals.