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) and she is actively involved in the West Volusia Regional Chamber of Commerce as the Committee Chairman for Willow and serving on the Business Strategies Committee. Katy has worked in the Financial Services Industry for over twenty 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 pets. Her hobbies include travel, hiking, bicycling and furniture refinishing.
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