Kathy Chaffee

Strategic Planning Director

Kathy brings two decades of Equity and Options experience to Mowery Capital Management and Worth Financial Group. As the Strategic Planning Director, she provides research, strategy, and chart analysis to the management team in the area of Exchange Traded Funds (ETFs) and Options. She coordinates correspondence with advisors and clients and provides educational resources on issues pertaining to ETFs. She has taught ETF and Options strategies at national conventions, seminars, on television, and on radio. Clients appreciate her ability to simplify financial concepts into a format that is easily understandable to all. She and her husband of 25 years have two boys embarking on their college careers. When they are not visiting the boys, she enjoys playing competitive tennis or sharing notes on a good book.

The Mowery Capital Management Team

Fritz Mowery

Jim Clark

Charles Waring

Allison Davidson

Kathy Chaffee

Lisa Gesin

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