Kathleen Kee, CFP®

Kathleen Kee is an experienced financial professional who currently serves as an Independent Director on the board of THE JENSEN QUALITY GROWTH FUND INC. Her key roles and background include:

Professional Experience

Current Positions:

• Senior Wealth Advisor and shareholder at Buckingham Strategic Wealth, an independent, fee-only wealth management company24
• Independent Board Director and Audit Chair for the Jensen Quality Growth mutual fund12

Previous Experience:

• Chief Executive Officer of Confluence Wealth Management LLC from 2011 to 202012

Expertise and Qualifications

• Certified Financial Planner (CFP®)4
• Specializes in helping clients with complex financial situations2
• Expertise in working with high-net-worth individuals and families1

Board Appointments

• Elected as an Independent Director of the Jensen Quality Growth Fund in October 202113
• Serves on the Audit Committee of the fund2

Community Involvement

Kathleen is actively involved in various community and professional organizations:

• Secretary Treasurer for the Downtown Redevelopment Authority2
• Chair of the Friends of the Children Foundation - Portland2
• Founding board member of Friends of the Children SW WA2
• Past chair of Randall Children's Hospital board of Trustees2

Education

• BS in Finance from Oregon State University2
• MBA from Washington State University2

Kathleen Kee is recognized for her leadership in the financial services industry, particularly as a woman of color and business owner. She has received accolades such as being named one of the Portland Business Journal's Women of Influence.2