She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Qualified Plan Financial Consultant (QPFC), and Financial Planning Specialist designations. An alumna of the University of Maryland, Baltimore County, she earned her degree in Financial Economics and was actively involved in both the Pre-Nursing Society and Economics Council during her studies. Katherine liv
es in Street, Maryland with her husband Nick, their daughter Sophia, and their two dogs, Moose and Coco. She’s a proud mom, former Miss Maryland USA contestant, and lifelong athlete who brings energy, drive, and discipline to every aspect of life. With a longstanding passion for the stock market and long-term investing, Katherine is proud to help clients pursue financial freedom. As a member of Morgan Stanley’s Women’s Business Alliance and Wealth Management Women’s Network, she combines top-tier financial tools with a personalized approach. Katherine is committed to delivering a world-class client experience, empowering individuals and families to feel confident, supported, and in control of their financial journey.
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