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.