Kathleen Kojis
      President
      Financial Advisor 

Kathleen brings 19 years experience in the investment advising business to our valued clients. Creating Financial Dynamics, Inc. in 1999 established her as an independent financial professional, segregating herself and clients from the production goals of the corporate financial world. Kathleen is the Senior Financial Advisor, based in South Carolina, offering access to advisory services through Commonwealth Financial Network, an independent Broker/Dealer, member FINRA/SIPC, and a Registered Investment Adviser. She holds her FINRA Series 7, 63 and 65 registrations, as well as Life/Health insurance licenses in several states.    

She is a graduate of the University of Wisconsin-River Falls with a BS in Education with a major in Speech and a minor in English. She holds an MFA from the University of Oklahoma. Her experience with Chrysler Corporation in the late 1970s, including its restructuring under the leadership of Lee Iacocca, enabled her to develop successful restructuring procedures that can be applied to both small business and personal living.  She applied her experience to teaching re-employment skills through the WI Private Industry Job Club programs and to the financial structuring/restructuring process when she entered the financial advising world in 1991.

Native Carolina plants are rapidly becoming a current interest, as is cultivating the native plants on her personal property. This year's success in gardening was the best watermelon she and her family have ever tasted.

Kathleen and her husband, Ferd, reside in Salem, SC. They enjoy fishing and swimming in Lake Keowee, hiking the nearby Blue Ridge mountains, and spending time visiting friends in Wisconsin and other parts of the United States and Germany.

In the South Carolina office, Caleb is the voice you hear when questions arise on your account, such as, how to access on-line information, where is the dividend check, how to establish a checking account or have a debit card privilege removed.  He is a big part of the insurance analysis team as we assess the risk of too much, not the right kind, or too little insurance.  A recent graduate of Clemson University receiving a BS degree in financial management, Caleb loves the research of publicly traded companies, especially in alternative energy sources, and the latest in technology. His undergraduate minor was accounting and he continues doing tax study strengthening his skills in assessing the tax implications of various investments.  His extensive studies in the world of academia have allowed him to bring a cutting edge to Financial Dynamics, Inc.  When he is not bent over his computer screen, or talking with clients on the phone, you might find him working out in the gym, researching the world of nutrition, or swinging a golf club.  

Marketing who we are, being who we market, is the fruit of Anita's talents within our office. An eye for detail, color, and content, Anita will pull out the message in clear images for our vision to you, our clients.

Majoring in Information Technology at York and Tri-County Technical Colleges, Anita has continued earning multiple computer application certifications at HP and Microsoft Online, thus bringing greatly enhanced software adaptation to our offices' marketing efforts. She was named “Cambridge Who's Who among American Business Women” in 2006 and adds a wealth of experience, knowledge and enthusiasm to our team. Anita was the Web Administrator for upstatetoday.com, the website of Seneca's Daily Journal and Messenger and has traveled extensively as the Staff Speaker and Executive Public Relations Manager for In Our Midst Ministries, Inc.

Anita home-schools her children, sings in her church choir, and as a budding entrepreneur, owns and operates Inspirational Web Designs, LLC. She loves spending time with her family and friends, and enjoys gardening, canning, singing, hiking, and freelance photography.