Katherine has a wealth of experience and knowledge, a love of financial planning, and a passion for serving her clients, staying the course with them through all of life’s transitions. Starting in the financial services industry in 1981 with a regional brokerage firm, she moved to an independent financial advisory firm in 1985. She has consistently acted with a fiduciary obligation towards her clients. Her services include financial and transition planning, wealth management, tax and estate planning, and charitable giving. She understands the challenges of going through a major life transition such as retirement, death of a partner/spouse, divorce, receiving a family inheritance, or selling a business. She melds the personal side of money with the technical side and then partners with her clients, co-creating personalized strategies for each client designed to render them financially confident and personally well-grounded. In her personal time, Katherine enjoys travel and pilgrimage. A world explorer and adventurer at heart, she has walked many treks including the northern route of the Camino de Santiago in Spain, the Via Francigena in Italy, and the West Highland Way in Scotland. She also enjoys spending time with her family, reading, and designing.