About
Katherine brings more than 30 years of experience to her role as a Financial Advisor at Wealth Enhancement Group. With deep expertise in financial planning, investment management, and client service, she is known for her ability to help clients think beyond the obvious and explore possibilities they may not have previously considered. Her signature question—“What if?”—reflects her belief in the power of curiosity and well crafted planning to create clarity and confidence throughout the many chapters of life.
In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Katherine holds the Chartered Life Underwriter® (CLU®) designation, providing her with specialized insight into the insurance needs of individuals and families. She brings a thoughtful, supportive approach to her work and considers it a privilege to guide clients through both joyful milestones and challenging transitions.
Outside the office, Katherine enjoys the outdoors, the arts, and hands on creative pursuits. She can often be found working in her yard or craft room, kayaking and camping across the Pacific Northwest, or attending performances at Portland’s Keller Auditorium as a dedicated season ticketholder. She is also busy training Quill, her Sheepadoodle. Katherine has two grown sons, Josh and Ben, who both live on the West Coast.
Resources from Katherine Keppel
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation