Katy has been a financial advisor since 2011 and is a CERTIFIED FINANCIAL PLANNER® practitioner. Katy enjoys working with individuals and families, helping them prioritize their objectives and create customized portfolios to maximize their resources.
Prior to joining the financial services industry, Katy was a manager in the thoroughbred racehorse industry where she worked with some of the largest owners in the world. She has lived in Australia and Ireland and traveled extensively for work in Japan, New Zealand, Europe, and all over the United States.
Today, Katy is an active member of her community. She is the past Board Member of the Kisner Foundation, the past Board Treasurer for the Child Advocacy Center, and she volunteers for the Hitchcock Woods Foundation and the Aiken Horse Park Foundation.
Katy and her husband Willie hail from opposite coasts, San Francisco and Boston respectively, but chose to make Aiken home and have never looked back. They feel lucky to raise their boys in this tight knit community where they can pursue their love for horses and the outdoors.

About
Katy
Partner, Financial Advisor
