Haven Financial Planning
Katie has many years of experience in the financial industry, with an extensive background and knowledge base to serve her clients variety of financial needs. She holds an MBA in Finance from Wilmington University and a CFP® (CERTIFIED FINANCIAL PLANNER™) and is a registered CDFA® (Certified Divorce Financial Analyst). Additionally, she is a graduate of the University of Buffalo’s CEL program. Katie was honored to be listed in the Business First “Who’s Who in Banking & Finance” two years in a row.
At Haven Financial Planning, Katie works with individuals, families and small business owners, offering tailored financial guidance to align each person’s individual needs and goals.