Kay Kramer, CFP®

Kay Kramer, CFP®
Kay Kramer, co-founded the company in 1990 to create a firm dedicated to lasting, productive relationships with clients. Kay and the Birchwood team use their extensive knowledge and team collaboration to help clients achieve their goals. She is also passionate about sustainable, responsible, impact investing and philanthropy and encourages clients to participate in charitable giving. She models this encouragement by arranging volunteer opportunities for clients and staff in addition to offering a policy that allows employees to take time off to volunteer for their community.
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Kay Kramer, CFP®
Mar 26, 2020 10:32:34 AM

Many of you have asked how we are all doing so we’re going to give you periodic updates and peeks at our lives working remote. We are all managing...

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