Kathleen Shutt

Financial Services Administrator

Kathy's administrative experience within the financial services industry provides prompt, courteous, and knowledgeable assistance to those she serves. She prides herself on her attention to detail and making certain each client feels comfortable, confident, and secure.

Kathy is happiest sipping coffee with her husband, Steve. Together, they are thankful for their many blessings which include six adult children and their families. 

When should you work with De Novo Tax & Advisors?  

  • Getting married & other life changes

  • New additions to immediate & extended family

  • Saving for education

  • Changes in career

  • Acquiring or selling property & other assets

  • Preparing to retire

  • And more...

Why should you work with De Novo Tax & Advisors?  

  • Quick, reliable responses to all inquiries

  • Day, night, & weekend appointments via phone, video conference, or in person

  • Fair rates coupled with expert service

Still not sure?  See what others have to say. 

Our Fiduciary Responsibility:  De Novo Tax & Advisors is a fee-based Registered Investment Advisor (RIA) firm registered with the SEC.  As fiduciaries, we hold a legal and ethical responsibility to preserve good faith and trust, and are bound to act in our clients’ best interests ahead of our own, with no conflict of interest.  Additionally, we do our best to ensure that investment advice is provided in good faith, based upon accurate and thorough information.  

De Novo Tax & Advisors  |  500 E. Main Street, Lansdale, PA  19446  |  215-772-2160  |  hickey@denovotaxandadvisors.com

Associated Companies:  Zinman & Company    De Novo HRConsulting    De Novo Payroll    Genetic Lemon Marketing    Edge PBS