Kathleen Mortonstrauss
Client Relations Manager
Kathleen joined DLAK in March 2025 with 20+ years of experience in the financial industry. She has an extensive background both in Client Services and Advisor support. She takes great pride in ensuring that clients have everything they need to reach their personal and financial goals. She is especially passionate in her belief that planning now helps ensure success in the future.
Kathleen and her partner David call West Chester, Ohio home. She is the proud mom of two Moeller graduates and is enjoying watching them live their best lives. When she is not in the office, she enjoys traveling, cooking, reading, riding her motorcycle and spending time with family and friends. She is always up for an adventure and keeps her passport at the ready!