What Katy values most as a Financial Advisor are the relationships she has with her clients. Drawing on over 15 years of industry experience and knowledge, Katy offers customized wealth management advice and personalized service. She works closely with her clients to understand their financial goals and expectations. Then, working together they identify realistic goals and make sure the risks and potential rewards inherent in investing are fully understood.
Katy advises a select number of individuals, business owners and retirees in the Willamette Valley. She provides comprehensive wealth management tools which include retirement and investment planning. Katy’s goal is to work to address current and future liquidity and capital preservation needs for each and every one of her clients.
Hallmarks of Katy’s practice include an open architecture and product-neutral approach to investing while providing services that are customized to each client. When appropriate, Katy collaborates with each client's key advisors (e.g., CPAs and tax attorneys) to ensure that the strategies she recommends are fully integrated with the client's stated objectives.
Away from the office, you will find Katy with her husband Justin and two children Charlotte and Logan. They love hiking all of the trails around the Corvallis area as well as the coast. During the summer Katy and her family enjoy camping and attending the Corvallis Knights baseball games and in the fall they are devoted Beaver Football fans. Katy is also an avid reader and usually has at least one book on her at all times. Katy loves meeting new people and introducing them to all the great places in Corvallis and all over Oregon.