Katherine, an award-winning advisor with over two decades of experience, has devoted her career to earning the trust of clients and enabling them to enjoy more fulfilling lives.
A CERTIFIED FINANCIAL PLANNER® professional, Retirement Income Certified Professional®, and Certified Plan Fiduciary Advisor (CPFA®), she earned her BA from Colgate University and is a multi-year Five Star Wealth Manager and Women’s Choice Award recipient. She is driven by a mission to educate and empower, ensuring that every client feels confident in their decisions. Her approach alleviates the stress of critical financial decisions, allowing clients to enjoy peace of mind, secure in the knowledge that they have diligently planned for the future, protected their loved ones, and remained true to their values. Katherine knows that managing one’s financial life is an immense responsibility, requiring a great deal of time, expertise, and resources that most busy professionals don’t have.
Residing in Southport, CT, with her husband, Ryan, and their 3 children, Katherine and her family relish their summers on the tennis court and at the shoreline. In winter, they seek adventure on the ski slopes in Vermont, or out west when possible. Katherine’s love for food, wine, and travel seamlessly converge through her endless pursuit of enriching travel experiences.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
