Kat became licensed as a financial advisor in 2024. Having previous experience in corporate FP&A (financial planning and analysis), as well as Municipal bond portfolio analysis, Kat adds a unique perspective to the team. She is passionate about connecting with clients and implementing plans to help reach their financial goals. She is focused on financial planning, and enjoys working with clients to project and preserve their financial future.
Kat is a graduate of the University of Connecticut, with a Bachelor's degree in Finance and a minor in Creativity, Innovation, and Entrepreneurship. She celebrates the combination of her analytical side with her creative side, enjoying hobbies like playing guitar & piano, growing vegetables in her community garden, and solving puzzles.