As Director of Planning at Cornerstone Advisor Group, Kathleen has more than 20 years of experience helping individuals and families navigate financial planning, tax strategies, and long-term goals with confidence. She holds the Enrolled Agent (EA), Certified Financial Planner™ (CFP®), and Master of Business Administration (MBA) designations, giving her a broad perspective on both financial and tax planning.
Kat and her husband, Tyler, who serves as the firm’s Director of Operations, have worked alongside the Abbate family for more than five years, both as part of the firm and prior to its formation. Outside of work, she enjoys spending time with her husband, their son, daughter, and two dogs, while staying grounded in everyday life at home.
Well known for her practical, approachable style, Kat brings her experience in planning and tax strategy to help clients feel informed, comfortable, and confident throughout the planning process.
Kathleen W. Tillman is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.