Our Team

Kathleen Witt is President and Branch Owner of Witt Financial Services

Kathleen began her career in the 1980's as a financial advisor with Dean Witter, Reynolds (now Morgan Stanley). The foundation of working with a major Wall Street firm provided Kathleen with a solid background in the financial industry. While at Morgan Stanley, Kathleen furthered her financial skills by taking estate planning courses at Wharton School in PA. This expansion of estate planning development enabled her to fully encapsulate the services she could provide clients beyond stock and bond portfolio management.

In early 2011 it became apparent that the best means to mindful, quality service was to gain independence from large investment firms. This is when Witt Financial was established.

Kathleen grew up in Wisconsin and moved to Tucson in 1974. Her love of the Southwest and its' history has grown ever since. Kathleen is married to Mick Cluck, a commercial real estate broker, and together they have two dogs, Cricket & Chance and a cat named Alice. They share a love of art and travel. In addition to donating time and resources to several non-profit organizations, Kathleen is an avid gardener.