Katharine serves as a Senior Advisor Associate in our Reston, VA office, helping to support other advisors by maintaining client relationships, assisting in the financial planning process, and offering guidance on retirement planning and investing. Previously, she worked as a financial advisor for Acorn Financial Services, where she also provided comprehensive financial planning services and helped to grow the firm’s assets.

Previous Experience

  • Financial Advisor at Acorn Financial Services

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance
  • Series 65 License
  • Certified Financial Planner

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.