Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

Enjoys spending time with family, running, sports, playing guitar, listening to music and woodworking.

Community participation

Katy and Scott are active Volunteers at Opportunity Partners

Served on several boards and been involved with organizations serving persons with disabilities including: The Arc, No Place Like Home, St. David's Child and Family Development Center, The Governors' Council on Disabilities, We Can Ride and Joni & Friends. Katy has consulted with many churches on topics of inclusion and provided support and resources to families and individuals affected by disability.

Scott has provided Special Needs planning workshops at The Arc, St. David's Child and Family Development Center, Gillette Childrens Specialty Hospital and others