Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
Katherine is a Youngstown native and graduated from Cardinal Mooney High School in 1995. She enjoys spending time with her husband and two sons and is looking adopt a puppy in the near future. She spends most of her time at her son’s sporting events rooting for the Boardman Spartans but enjoys reading in her free time.
Robert had his own practice with Ameriprise for many years and still serves as a para-planner under Brad Handel. He graduated from Struthers High School in 1969and later attended Youngstown State University. He has been married to his wife Pamela for over 40 years and together they enjoy spending time with their cat, Good Girl. In his free time, he enjoys the gym, biking, hiking and travel.
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