Areas of Expertise
Qualifications & Experience
- BA, Colgate University
- CERTIFIED FINANCIAL PLANNER™ Practitioner, Retirement Income Certified Professional (RICP®), Certified Plan Fiduciary Advisor (CPFA®)
- Five Star Wealth Manager, 2014-2022 Connecticut Magazine; Women’s Choice Award for Financial Advisors
- Founder, Retirement Wealth Institute – dedicated to educating, informing, and empowering individuals around the complex subject of retirement
Words to Live By
Client Experience Professionals
Katherine is an award-winning advisor who has dedicated 20+ years to earning the trust of clients and enabling them to enjoy more fulfilling lives.
Managing one’s financial life is an immense responsibility — requiring a great deal of time, knowledge, and resources that most busy professionals don’t have. Katherine partners with her clients to create a comprehensive plan, educating and empowering them to make informed decisions. Her approach helps eliminate the stress of critical financial decisions — allowing her clients to enjoy peace of mind and know that they have properly planned for the future, protected their families, and are living true to their values.
Katherine resides in Southport, CT with her husband, Ryan, their 3 young children, and far too many pets(!). They enjoy spending summers on the tennis court and at the beach, skiing in Vermont on winter weekends, and traveling as much as possible.