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.
- Financial Advisor at Acorn Financial Services
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Series 65 License
- Certified Financial Planner™