Ready to focus on your financial goals? I can help.

 

Your goals — my focus. Let's put the strategies together to work for you. Whether your priority is personal finances, your business, or both, I'm committed to helping you succeed.

 

 

 

 

 

EXPERIENCE

Katherine joined  Principal Financial Group® in 2017 and has worked in the financial services industry since 2013.  Previously she was a small business owner for more than five years and has a background in education. Katherine is passionate about helping her clients and specializes in creative strategies to help individuals and businesses to achieve financial success.

EDUCATION & CREDENTIALS

  • FINRA Series 6, 63 & 65 Securities Registrations
  • CA Life and Health License (0L46100)

INTERESTS

Katherine was born and raised in the greater Sacramento area and currently resides in Roseville with her family.  She is active in her community, a member of several local Chamber of Commerce and regularly volunteers are her daughter's school.  Katherine enjoys traveling the world, spending time with family and friends, cooking and dining. She has a passion for helping others and enjoys spending time volunteering with her family.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck