Katie assists primarily with financial planning data entry and analysis. She also helps provide client service to both individual and retirement plan clients.
Katie is a 2003 graduate of Case Western Reserve University with a Bachelor of Science in Materials Science & Engineering. Katie enjoys being a mostly stay-at-home Mom to her two children, Giada & William, and spending time with her husband, Chip. Her interests include leading a local moms & kids group, crafting, cooking & baking.
Wealth management, wealth planning, or retirement plan services, we're here to help.
We’re established and active in our community.
The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.
37 S. 5th Street
Gettysburg, PA 17325
Phone (717) 334-0097
Fax (717) 334-9203