Katherine is from Cleveland, Ohio, where she spent most of her life until moving to Palm Coast, Florida in 2015. She attended Cleveland State University and has been in the financial services industry since 2008. Prior to joining Alliance Financial Partners, she worked for PNC Investments at their corporate office in downtown Cleveland, where she sharpened her management skills and knowledge of back office operations. She currently holds her FINRA Series 7 and 66 with LPL Financial, and enjoys sharing the knowledge she has obtained so far and expanding on it while managing operations for the Alliance Financial team.
Katherine enjoys spending her free time with her husband and children, volunteering at their schools and her church whenever she has the opportunity. A good portion of her time outside the office is spent studying as she pursues her MBA, but when she is between classes she enjoys baking, crafting, going to the beach, and having game nights with her family and friends.