Munson Health
 
Kathy Dixon

As a portfolio manager for Huntington Wealth Management Group, Kathy Dixon spends a lot of time talking to people about their money - including the option for making charitable donations. She thinks with the right encouragement, those conversations could happen more frequently in our community.

In January, Kathy began a three year term as a new member of the Munson Healthcare Regional Foundation Board.

Kathy said she is excited to help the Foundation support Munson. "Munson is such an important community partner. Being asked to serve on the Foundation Board gives me a nice platform to help the community and to work with a group of very talented, top notch, committed individuals - I look forward to working side by side with them."

Kathy also serves on the Foundation’s Planned Giving Council, a group of financial advisors, attorneys, and certified public accountants who work with clients making charitable gifts. The council was formed to help individuals become more acquainted with Munson’s mission, services, and health care delivery so they can better direct clients who may be interested in making planned charitable gifts.

Evolution of Wealth

"What’s pretty unique to our region is the number of people who’ve moved here with wealth," Kathy said. "There are many worthy organizations in our community, and, increasingly, there is more wealth to pass on. I am hearing more and more of my clients say, ‘My children are better off than I am.’ That’s an opening to say, ‘you are so active in X, have you thought about including it in your estate plan?’ Wherever your passions lie, start thinking about how you want that organization to have a funded future.'

"It’s a conversation that should take place when advising someone about estate planning,- Kathy said. "There are personal benefits from knowing that you helped a cause that is close to your heart. Clients are looking to advisors for help - it is an appropriate question to ask."

In addition to managing investments for individuals, families, businesses, and nonprofit organizations, Kathy is also an equity analyst for Huntington covering the health care sector. She is a member of the Traverse Bay Sunrise Rotary and past treasurer of the Traverse Bay Sunrise Rotary Foundation. She is also vice president and scholarship chairperson of the Economic Club of Traverse City.

Kathy and her husband, Mark, moved to Traverse City in 1997. They have two daughters, Erin, 21, and Aimee, 18.