Katherine Keppel
Vice President, Financial Advisor
CFP®, CLU®
Contact Katherine
Team Office
Katherine’s Locations
Salem, OR 97301 (503) 371-3333
About Katherine
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.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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