Kathlyn Kolter
KD joined the Vita team in October of 2005. As an Account Manager in the VitaFlex department, she currently oversees a substantial portion of the VitaFlex accounts and is involved in all aspects of Vita’s IRC Section 125 administration. KD works directly with the clients to implement new plans and provide ongoing support for plan administrators. In addition to client support, KD also works closely with the claims department by overseeing the processing of complex claims and researching and providing guidance on compliance issues. While KD has been leading the VitaFlex team, the department has grown to reach new levels of success.
KD graduated from Georgetown University in May of 2005 with a BA in Classics.
California Department of Insurance License #0581175
Securities offered through Liberty Group, L.L.C.
Member FINRA, SIPC, MSRB, Registered Investment Advisor
