Please join us in extending best wishes to Kathy Peterson, who is retiring from MRK Financial Solutions today. Kathy has been a respected client service specialist for more than 10 years, and she will be deeply missed by not only our staff but also our clients.
Everyone connected to MRK has been impacted in some way by Kathy's excellence. For a decade she has worked closely with our clients – ensuring they remained informed and well cared for. She meticulously created and followed internal processes and helped our advisors prepare for client meetings with the utmost attention to detail. Her training and daily supervision of support staff have been clear contributors to MRK's success and have helped us serve clients so effectively.
“We are deeply grateful for Kathy’s dedication, hard work and unwavering care for our clients over the past 10 and a half years,” said Founder, Partner and Senior Financial Advisor Mike Kobs. “Her contributions have been integral to our growth and evolution. While she will be dearly missed, we couldn’t be happier for her and this much deserved next chapter of her life.”
"Kathy was the anchor of the operations for her almost 11 years at MRK Financial," said Managing Partner, Senior Financial Advisor, Justin Prescott. "Her personal accountability approach pushed everyone, and made our firm competent and polished in the clients eyes. Kathy put her heart and soul into MRK and worked many long hours. Her contagious dedication about getting the job done motivated many and set the bar high to be exceptional – no one will ever replace her."
Kathy's unique blend of operational expertise and service excellence are rare, which makes Kathy’s tenure at our firm special and one that will be missed. On behalf of our entire staff at MRK Financial Solutions, we wish Kathy and her family the very best in her retirement.