Kathy Phelps

Kathy Phelps

Client Relationship Manager

Kathy Phelps has been the Client Relationship Manager at SFS Wealth Management since 2014. 

Her work in the financial services industry began in a very focused way more than 30 years ago operating her own small business focused on medical claims billing issues.  More recently she worked as the Administrative Assistant of the Credit Department for Rollins Leasing Company, as well as, office manager for various doctors’ offices and commercial enterprises. 

Kathy’s compassion, patience and diligence to the service needs of SFS Wealth Management clients allows her to help the team make a significant impact on their lives and achieve their goals.  She enjoys the one-on-one conversations and keeping track of important events in our client’s lives. 

Kathy loves being a wife to her husband, David; mom to their shared five children, their spouses and all 9 (and counting) grandchildren.  While originally from Indiana, she has lived in the Mid-Atlantic area for the past 25 years.  In 2018, she moved to her dream farm house in Hacks Point, MD where she is busy outside of work planting flowers, tending a vibrant garden, and getting the yard and fishing boats ready for the little ones to come visit.  She is an active member of her new community, her church and various mission outreaches.  She loves her dogs, daytrips and time with friends and family.

Phone 302-367-7627