KATHERINE KEPPEL, CFP^®, CLU^®

Call Katherine at 503-371-3333
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Q&A with Katherine

Why did you become a financial planner?

Coming Soon!

Why do your clients choose to work with you?

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What is your favorite part about working with your clients?

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What makes your practice unique?

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Biography

With over 30 years of experience, Katherine has a wealth of knowledge around financial planning, investment management, and client service. She has a unique ability to get clients to open their minds to possibilities they haven’t thought of yet and loves to ask, “What if?” Katherine is a strong believer in the power of a plan and works with her clients to customize steps to get them to where they want to be.

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.