Kathleen Walsh Dulko brings nearly two decades of accounting experience to her investment advisory perspective as President of Ashford Investment Advisors. She has a distinct passion for uncovering costly expenses and missed opportunities while providing education and recommendations to optimize employer-sponsored retirement plans.
Ms. Dulko started her financial services career as a CPA working for two international accounting firms, KPMG LLP and Ernst & Young LLP. She was responsible for audit and assurance services, primarily serving employee retirement benefit plans, governments, insurance companies and not-for-profits. In 2010, Ms. Dulko was hired as the Corporate Controller for a tax-supported hospital district in Daytona Beach, Florida, where she was a member of the hospital’s Audit and Finance Committee and Retirement Plan Committee, both fiduciary roles overseeing more than $1 billion in assets, $600 million in investments and defined benefit pension plan assets, and $200 million in defined contribution plan assets. She has also volunteered as a member of various boards and finance committees.
In addition to her CPA license, Ms. Dulko holds a FINRA Series 65 license and is a Certified Plan Fiduciary Advisor. She is currently working toward a Personal Financial Specialist certification with the American Institute of Certified Public Accountants.
Mike Walsh, founder of Ashford has over forty years in the financial services industry, including significant experience at a major Wall Street investment bank. He was formerly the President of a Wall Street Brokerage Firm and a Member of the Chicago Mercantile Exchange, the largest exchange in the world. Mr. Walsh has earned distinction and an excellent reputation for his role in managing and advising on investment portfolios for individual investors and institutional portfolios.
Mr. Walsh also holds a FINRA Series 63 license.
Tom McGuire is an Attorney, Registered Investment Advisor and an Accredited Investment Fiduciary (AIF). Mr. McGuire’s specific focus and expertise is in the Defined Contribution and asset allocation segments. Tom has been advising clients for over twenty years, and has special expertise in working with not-for-profit organizations and health care organizations.