Katie holds a B.S. in Finance from King’s College as well as Securities Registrations Series 7 – General Securities Representative and Series 66 – Uniform Combined State Law, currently held with LPL Financial, allowing her to practice as an Investment Advisor Representative. She also holds Life, Accident, and Health Insurance Licenses.
Katie’s goal as an advisor is to help her clients feel confident about their finances, and to help them identify and work toward 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.