Kathy Brokaw

Strategic Growth Advisor & Medicare Specialist

Kathy is the Strategic Growth Manager & Medicare Specialist for Centric Wealth. Kathy chose Centric Wealth because of their innovative thinking, their philosophy on financial planning, & the compassion they have for all their clients.

Kathy’s passion for Medicare started when her parents turned 65. She noticed there was so much confusion & fear in seniors that she wanted to help alleviate that panic & fear. She began looking for a way to simplify the process & to be with there with them through the entire process. While helping the seniors through the Medicare process Kathy noticed that they also had a fear of running out of money. That’s when she partnered with Centric Wealth & joined the firm in order to bring a peace of mind to all her clients.

Kathy has a passion for helping people with whatever their need may be in order for them to achieve their best life.

Getting To Know Kathy

My favorite quote is

“ Don’t limit yourself.
Many people limit themselves to what
they think they can do. You can go as
far as your mind lets you.
What you believe, remember,
you can achieve.”
~Mary Kay Ash

In my free time you can find me

spending time with my family & friends, cooking, watching movies, &
playing with my 2 dogs.

My favorite food is

My Grandma Estes’ fried potatoes
& banana pudding.

The best part of my career is

being able to help people achieve their best life & being able to give them
peace of mind.

My hiddent talent is

being able to see the potential in people & bring it out in them.

Professional

Professional

Centric Foundations
Professional

Years of Experience

10
Professional

Passion for

Group Insurance Agents
Estate Planning Attorneys
Business Owners
Tax Advisors