Katie holds a B.S. in Finance from King’s College as well as Security Registration Series 7 – General Securities Representative and Series 66 – Uniform Combined State Law, allowing her to practice as an Investment Advisory Representative. She also holds Life, Accident, and Health Insurance Licenses.
Katie’s goal as a financial advisor is to help her clients feel confident about their finances, and to help them identify and reach their financial goals with purposeful planning.
Having grown up in Wyalusing, PA and now residing in Sayre, PA with her two children, Katie has been a lifelong resident of Bradford County. When not working with clients on their finances, Katie enjoys spending time with her two children and staying active by playing multiple sports and hiking.