Are teachers born or made? Kathy would argue they're born, and she's been teaching since she could talk. When you understand the why, you reduce the worry. Let us teach you how to manage your money and plan your financial life.

K - 12 Schools

Kathy's in the K-12 classroom giving seminars and talks to students of all ages. She makes finances fun, accessible, and age-appropriate.

College Students

In connecting with students in a wide range of majors from Education to Business to Computer Science, Kathy helps college students gain financial literacy.


As an experienced K-12 teacher & college professor, Kathy's spent decades in the classroom sharing the same joys &  heartaches as teachers she connects with.

Working People

Kathy wrote the book on finances for people who work with their hands as well as their minds : Financial Advice for Blue Collar America. 

"Tomorrow is a new day with no mistakes in it."

Anne Shirley, Anne of Green Gables

We invite you to take a look at some of the information in our learning center.

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Listen to Kathy on Public Radio

Copyright ©2020 Wilson David Investment Advisors. All rights reserved. For informational purposes only. Past success does not indicate the likelihood of success in future performance.