We’re Committed to Supporting Our Community As CERTIFIED FINANCIAL PLANNER™ professionals, we have the unique…
KATHERINE KEPPEL, CFP®, CLU®
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Q&A with Katherine
Why did you become a financial planner?
Why do your clients choose to work with you?
What is your favorite part about working with your clients?
What makes your practice unique?
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.