Katy prides herself as a trusted financial advisor to her clients so they can focus on what is most important to them- their businesses, careers, and families. Knowledge, education, experience, and the determination to obtain high achievements are some of the qualities Katy brings to the firm. Katy currently hold FINRA Series 7 and 66 licenses in addition to Insurance license 2-15 and a RFC® designation. Katy is dedicated to keeping herself and her clients informed, and she delivers information in a way that is easy to understand. Katy is a member of the Financial Services Institute (FSI). Katy has worked in the Financial Services Industry for over twenty-eight years with ten years of management experience at JPMorgan Chase and over four years at Edwards Jones before partnering with Cambridge as her broker/dealer in 2012. She is married with two children and enjoys spending time with her family and travel.