The Vision Wealth Partners team would like to recognize Kathy Marr, Vision’s Director of Client Services, as she retires. 

For anyone who’s visited our offices, you’ve likely been warmly greeted by Kathy. For almost 30 years, she has kept the office running smoothly and ensured our clients receive the top-notch service they expect.

She began her tenure with the firm as Metzman & Associates in 1995, transitioning along with the switch to Vision. She has been a vital part of our operations and success as the firm has grown.

Kathy says her favorite part of the job has always been the client relationships she’s created. She’s enjoyed working with clients to help provide them peace of mind through all of life’s ups and downs — from setting up college funds to putting end-of-life plans in place. As a licensed insurance specialist, our clients value her as a frustration-free resource for their insurance questions.

As she heads into retirement, Kathy looks forward to volunteering in her community, traveling with her husband, and spending more time with her five (soon to be six!) grandchildren.

Thank you, Kathy, for your many years of service and friendship! We wish you all the best in your retirement.

The Vision Wealth Partners team celebrated Kathy’s retirement with her favorite food — Indian. The team at dinner at Ananda in Fulton, MD.