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As CERTIFIED FINANCIAL PLANNER™ professionals, we have the unique opportunity to develop deeper connections with…
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In addition to her CFP®, Katherine also carries the designation as a Chartered Life Underwriter. This gives her special insight into the insurance needs of our client families.
Katherine loves the outdoors and the arts. In her free time, you can find her training her Sheepadoodle pup, Quill, kayaking the Santiam, camping on the Oregon Coast, or attending fabulous plays at Keller Auditorium as a season ticketholder. Katherine’s sons, Ben and Josh, are grown and living in Eugene and Southern California.
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As CERTIFIED FINANCIAL PLANNER™ professionals, we have the unique opportunity to develop deeper connections with…