Protect Your Nest

Meet Kathleen O’Day

Kathleen O’Day helps families create estate plans that bring clarity and peace of mind. She understands that while no one intends to leave loved ones burdened with conflict, stress, or financial strain, these issues often arise without proper planning. Her mission is to help families avoid these challenges with personalized plans that reflect their values, goals, and wishes.

A native of Indianapolis, Kathleen graduated magna cum laude from Marian University with a B.S. in Business Administration and Finance. She went on to earn her Juris Doctor from the University of Dayton School of Law on a full scholarship, graduating in the top 10% of her class. She began her career as a SurvivorSupport® counselor at the Ayco Company, a Goldman Sachs subsidiary, where she guided clients through critical financial and legal decisions after the loss of a loved one.

Kathleen brings a unique perspective to estate planning, blending her legal expertise with a deep understanding of financial planning. In addition to being a licensed attorney in North Carolina, she holds FINRA Series 7 and 66 licenses as a Registered Representative. This combination allows her to address her clients’ legal and financial needs holistically.

Beyond her legal career, Kathleen and her husband, Daniel, own and operate two successful fitness studio franchises in the Lake Norman area.  When she’s not working, Kathleen enjoys spending time with her children, Kieran and Delaney, and cheering them on from the soccer field sidelines. Family is at the heart of everything Kathleen does, and she’s committed to helping other families protect what matters most to them.

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