Katherine came of age during the Great Recession. Watching financial decisions reshape people’s sense of security made personal finance feel concrete to her early: the numbers matter because of what they allow a person or family to do next.
At Pathfinder, she works with clients to turn broad priorities into a plan they can understand and carry out. She pays particular attention to the details between meetings—paperwork, account changes, unanswered questions, and the other small tasks that determine whether advice becomes useful.
Katherine is a CFP® professional and Investment Adviser Representative. She graduated from the University of Southern California.
Outside of work, she is an avid reader and participates in several artistic disciplines.