Katharine joined the firm’s Reston, VA office in 2020 after working several years as an advisor with a local firm. In her role as an advisor, she works with clients to develop, implement, and oversee solutions that integrate investment, insurance, retirement, tax, and estate planning into a comprehensive strategy.
Katharine grew up in Northern Virginia and attended Virginia Tech’s accredited CFP® program. Outside of work, she enjoys spending time with family and friends, staying active, volunteering in her community, and making occasional visits back to Blacksburg to watch the Hokies!
- 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. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.