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

Topic

No results found

We searched through our content archive and didn't find any matches.

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:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

You'll choose your time on the next screen

Who referred you?

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy