Katherine is an award-winning advisor who has dedicated 20+ years to earning the trust of clients and enabling them to enjoy more fulfilling lives.Managing one’s financial life is an immense responsibility — requiring a great deal of time, knowledge, and resources that most busy professionals don’t have. Katherine partners with her clients to create a comprehensive plan, educating and empowering them to make informed decisions. Her approach helps eliminate the stress of critical financial decisions — allowing her clients to enjoy peace of mind and know that they have properly planned for the future, protected their families, and are living true to their values.Her clients are well-established professionals and couples who are typically 1-7 years from retirement. As a Certified Financial Planner and a Retirement Income Certified Professional, Katherine's expertise is in crafting retirement income plans.Katherine was recognized in 2014 - 2022 as a “Five Star Wealth Manager” in Connecticut and Westchester. She has also received the prestigious Women's Choice Award from 2018-2023, demonstrating her commitment to serving the women's market. She is a frequently requested speaker on a variety of topics, has appeared on CT Channel 12 news, and has spoken to audiences that include Columbia Business School, the Forte Foundation, the National Association of Women Business Owners, and several large corporations.Katherine founded the Retirement Wealth Institute in 2018 to help fulfill the need for independent, objective information. Through speakers from a variety of professional backgrounds, holistic education is provided on retirement income planning, wellness, healthcare, longevity and estate planning. Through their outreach, the mission is that each life they impact will walk away feeling better informed, more confident, less stressed, and will become closer to enjoying financial security throughout their golden years.