Meet Kathleen McAfee – Client Advocate. Community Leader. Financial Educator.
Since joining Lifetime Financial in 2016, Kathleen McAfee has been a trusted guide for clients navigating life’s financial transitions. With a degree in Economics and Business from Cornell College and hands-on experience through a 12-week internship with Equitable Advisors, Kathleen brings both academic insight and practical expertise to her work.
Her focus on client education and asset transfers, including QDROs, inheritance claims, and 401(k) rollovers, reflects her passion for simplifying complex processes and empowering clients to make informed decisions. Alongside colleague Alex Matz, Kathleen also leads financial literacy presentations for college and high school students, helping young adults build a strong foundation for their financial futures.
Rooted in the Ettrick community, Kathleen is actively involved in her church and the American Legion Auxiliary, embodying a spirit of service that extends beyond the office. She and her husband are proud parents of two children, and she treasures time spent creating lasting family memories.
Outside of work, Kathleen enjoys roller skating, bowling, and embracing the joy of everyday moments. Her warmth, dedication, and deep sense of community make her an invaluable part of Life Time Financial Services.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Lifetime Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.