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Katherine Martin CRC®

Katherine Martin CRC®

Financial Advisor | Wealth Manager

Katherine has been in the financial services field since 2008 beginning with a wall street asset management company.  In 2013 through devastating personal loss Katherine decided it was time to take her skills and implement them for better use.  Since 2013 Katherine has focused on the education behind financial planning, utilizing tools and techniques to create a positive experience throughout the entire financial planning process.   She is a person that believes in “Never waste the day”, whether it’s with her client interactions, through the love of travel or personal and professional development; all should be approached with the same vigor and intensity to achieve the most positive of outcomes.  Give her your reasons “why” and she will tell you hers all the same.