Hello, I'm Katie, a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Being fee-only means my allegiance is to my clients and not to a particular product. I will be your advocate and accountability partner. Knowledge is power, so education is where our journey begins. Together WE will create a flexible plan for your life now and in the future, including plans for unexpected events such as the loss of a significant other or divorce.
I started my career with Raymond James, Mary Carter Financial Services, in 2005. My background is in comprehensive financial planning for individuals and high net-worth families. I have a Bachelor of Business Administration in Financial Services and Finance: Investments from the University of North Florida. I also have two additional designations: Certified Divorce Financial Analyst® (CDFA®) and Chartered Financial Consultant® (ChFC®).
If you would like to chat with me to find out how we can achieve your goals, please click the Start Here Button for a free consultation.
On a more personal note:
I was raised in the small town of East Aurora, a suburb of snowy Buffalo, New York. I spent the first ten years of my life growing up on a horse farm. My husband (Ted) and I went to the same high school and have been together since 2002. We successfully made it through long distance, the Marine Corps and Iraq. We have a 160 pound English Mastiff named Romulus who loves to travel with us (yes, he has been to New York and loves the snow!).
Giving back and helping others is very important to me. I am an active mentor with Take Stock in Children and City Year. Throughout the years I’ve donated time and resources to Mastiff Rescue of Florida, The Great Ponte Vedra Paddle Benefiting HEAL, and JA Girl$. When I am not working or volunteering, I like to stay active. I love to exercise, run and I still play soccer. When it comes to relaxing I practice yoga and love to read.