Katheryn previously worked as a registered client associate and as a Financial Advisor with Wells Fargo Advisors alongside Michael Ashworth, CFP® and Steve Collie, CFP®. As a Financial Advisor, she helps clients set up retirement programs, college savings plans, and standard investment accounts. Katheryn specializes in assisting clients with life changes, whether it is bringing a new child into the world, sending a child off to college, retirement, or dealing with the loss of a loved one.
Katheryn strives to help each one of her clients plan for a financial future in a way that best meets his or her goals. It is important to Katheryn that clients clearly understand the process of wealth management and how it applies to them. She also values strong, trusting relationships with her clients and believes that it plays a key role in helping them achieve their goals.
In her free time, Katheryn enjoys spending time with her husband, Brad, their daughter, Emma, and two dogs. They enjoy staying physically active, traveling and cheering on the Tennessee Volunteers. Katheryn also enjoys volunteering in the community with Thermal Belt Outreach Ministry for the Tryon Half Marathon, as well as with the Tryon Fire Department where her husband is a member.
