CFP®, Series 7 Securities Registration*, Series 66 Advisory Registration§
Katy is a seasoned professional in the financial services industry. In her early days in the investment world, Katy worked on improving the client experience and helped to quantitatively measure the social return on investment of employee programs. Currently, she especially enjoys helping families work towards reducing stress by setting and prioritizing specific goals. Katy lives in the Pinehurst community in Lake Linganore, MD with her husband and son. She enjoys spending time outdoors hiking, kayaking, or going to the playground with her son. When she’s not outdoors or sampling local craft brews, she volunteers with the New Market Green Team organizing the local farmer’s market and pursuing other initiatives to help better our planet.
- BS - Marketing, Smeal College of Business at Pennsylvania State University
- MBA, Simmons College
- CERTIFIED FINANCIAL PLANNERTM
Katy serves clients at our New Market, MD office.
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* Securities registrations are held with LPL Financial, Member FINRA/SIPC.
§ Series 66 held with the LPL Financial and Wealth Enhancement Advisory Services.