How Can I Help You
With over 25 years in the financial industry, and 16 of those as a dedicated financial advisor, Katherine is passionate about helping individuals and families pursue their financial goals with personalized care and strategic guidance. She believes in building lasting relationships and empowering clients to create meaningful legacies across generations. At the heart of her work is a deep-rooted commitment to service. She truly believes her purpose in life is to take care of others.
What Makes Me Knowledgeable
Katherine’s approach is grounded in a philosophy of going above and beyond for every client. She’s had the privilege of working alongside some of the industry’s top advisors at three leading firms, including a five-year tenure with Laila Pence. She holds a Bachelor’s Degree in Business Administration and Leadership from Concordia University – Irvine, and maintains Series 7 and 66 certifications with LPL Financial, insurance licenses in several states, and has the CERTIFIED FINANCIAL PLANNER® and Accredited Portfolio Management AdvisorSM designations. She’s committed to continuous learning so she can provide the most informed and effective financial strategies.
Getting to Know Me
Outside of the office, Katherine finds joy in volunteering, hiking, and gardening. She loves spending time with her husband, Bob, a Mechanical Design Engineer, their son, Bobby, and their dog, Pancho. She’s also passionate about cooking, animals, and giving back to the community. Whether through family life or community involvement, she strives to bring warmth, care, and connection to everything she does.
