As a CFP® professional and Wealth Manager, Kathryn plays an integral role in guiding clients through the financial planning process. She leverages advanced tools like eMoney to build comprehensive financial plans and create personalized what-if scenarios, helping clients gain clarity and confidence in their future net worth.
Kathryn holds her CERTIFIED FINANCIAL PLANNER™ certification, FINRA Series 7 and Series 66 registrations through LPL Financial, as well as her Life and Health Insurance license. She earned her bachelor’s degree in Accounting from Grand Canyon University and began her career at Blakely Walters as a Paraplanner before transitioning into the Wealth Manager role in 2022.
Originally from Eugene, Oregon, Kathryn enjoys an active lifestyle that includes playing tennis, working out, and spending quality time with family. She also loves baking sourdough and discovering new coffee shops in her free time.