Meet Our Team Member: Kathy Saksa
November 17, 2021 by Interchange Capital Partners
By Kathy Saksa
My parents gave me (and my five siblings) the best example of hard work, dedication, and perseverance—values that became ingrained into my own life. My father provided for us, somehow managing to put all six of us through college by working his way up from mill worker to engineer at U.S. Steel. And before committing her time and energy to her husband and children, my mother was a registered nurse, serving and tending to her patients with wholehearted devotion. When it was time for me to start a career, I knew that whatever it was, I wanted to follow their shining example.
The Best Decision
After earning a bachelor’s degree in home economics education from Seton Hill University and a master’s degree in human resources management from St. Francis University, I spent my early-career years in various administrative and professional areas creating a diverse finance-related background—from insurance to banking to human resources. Even with this experience, I wasn’t specifically looking for a career in financial services. But when I met Ahmie Baum back in 2003 and joined his team, it turned out to be the best career decision I could have ever made.
Making an Impact
Here’s why: I get to work on a team with a mission to support clients with knowledge and guidance as they pursue their goals, helping them find the confidence to stay the course. As senior associate of client service, I get to work with individuals and families to make sure their unique needs are met, handling the administrative side of our firm. Whether it’s adding a professional touch to reports, answering questions, scheduling meetings, sending letters, or ordering supplies, I strive to carry it out with meaning and excellence because I know that what we provide impacts our clients’ lives, both today and in the future.
There are countless reasons why I’m excited to go to work every day, but hands down, the best part is our clients. We have many long-time clients with whom I’ve had the pleasure of developing strong relationships. I love hearing about their lives and celebrating their victories. It’s both fulfilling and gratifying to be the friendly voice that responds to, understands, and prioritizes clients’ needs and requests, going the extra mile to make them feel cared for through special touches.
On a Personal Note
No matter how much joy I find in my job, my life isn’t all work and no play! I love living in a great city where I have easy access to enjoy all the parks, restaurants, stores, and cultural events Pittsburgh has to offer. When I’m not out exploring, you can find me spending time with friends, playing the piano, working on sewing projects, following true crime stories, and conquering jigsaw puzzles. Fun facts: I’m a loyal Taylor Swift fan and won’t deny my love for reality competition TV, especially The Bachelor and American Idol!
Call to Action
At Interchange Capital Partners, something that sets us apart is how we provide personalized service and recognize that each client is exceptional. If you want to know what it’s like to work with a firm that appreciates its clients and puts them first, email us at firstname.lastname@example.org or call our office at 412-307-4230 to schedule an introductory appointment.
Kathy Saksa is the senior associate of client service at Interchange Capital Partners. Kathy works with individuals and families to ensure their unique, everyday needs are met. She has a diverse background in the administrative and professional fields with previous positions in banking, insurance, and human resources, contributing to her varied skills to enhance the client experience. She is an integral part of the Interchange Team as she links clients’ needs to the execution and delivery at Interchange. Prior to Interchange’s founding, Kathy has partnered with Ahmie and his team since 2003. Kathy attained an undergraduate degree in home economics education and a master’s degree in human resources management.