McInnes Group, Services
Kathy McDonald

Kathy Roberts

Small Group Account Manager

Kathy is a small group Account Manager specializing in groups from 2-50 people.

She strives to provide her clients with the best fit possible to meet their benefits needs, while giving them the best value for their benefit budget.  She takes great strides to evaluate each group and give them individual attention and guidance to make the best decision possible in their benefit selections.

Kathy considers it a privilege to work with her clients and takes pride in genuinely getting to know her clients and provide outstanding customer service.  Her clients know they can count on her to champion their concerns in a timely and efficient manner. 

Kathy resides in Gladstone, MO.  Between them she and her husband have five children and eight grandchildren.  She is a graduate of Center High School and earned her PMI certification in Project Management from Boston University.  She and her husband enjoy cooking, power walking and spending time their family.

"Securities and Advisory Services offered through LPL Financial, a registered investment adviser. Member FINRA & SIPC and registered investment adviser."

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