As a CERTIFIED FINANCIAL PLANNER™ practitioner, Katherine is dedicated to helping her clients work toward their financial goals by guiding them through a disciplined and thorough planning process. The CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. She adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
She is deeply committed to the financial well-being of her clients, and applies her expertise in retirement planning, estate planning, college planning and investment management to helping them pursue their goals and prepare for life’s milestones. She prides herself on always being accessible to her clients and responsive to their needs, and to serve as a trusted and valuable partner throughout their financial journey.
Before joining Raymond James in 2014, Katherine served as a financial advisor at D.A. Davidson & Co. and Crowell, Weedon & Co. She earned a Bachelor of Science in Business Administration from San Diego State University. In her free time, Katherine enjoys spending time with her husband Shane and riding her horse JP.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Raymond James is not affiliated with any of the organizations listed.
