Financial Planning for Life™   866.779.3258
Home About Us Why We Plan Blog Goodlife Cruises Helpful Links Contact Us
Our Team
Financial Planners
Administrative Staff

Kathy Jaye

Kathy joined Rogan & Associates in 2004 as a Customer Service and Operations Specialist. In 2016, Kathy became our Payroll and Benefits Coordinator.  She has been in the financial services industry since 1991 after graduating from the College of William & Mary with a BA in History.

Her career began as a Sales Assistant in the Institutional Equity Sales department of Wertheim Schroder in New York City. She received her General Securities License from the National Association of Security Dealers in 1992. Kathy moved to the retail side of the industry in 1995 as a Senior Registered Client Associate with Merrill Lynch, Pierce, Fenner, & Smith in several branch offices located in Camp Hill, Pennsylvania, Manhattan East in New York City, and St. Petersburg, Florida. Kathy also has a Series 63 Registration.

Additionally, she and her husband David have created a non-profit website, TumorFree.info, which is dedicated to helping brain tumor patients and caregivers find information and support.

Kathy and David were blessed with a baby girl, Grace Anne, in October 2005. Kathy, David, and Gracie live in Clearwater with their three Siamese cats, Casper, Ivy, and Dove. The Jaye family enjoys golf, tennis, photography, and travel - especially cruising!




« back