About Katie
As a practice integration advisor, Katie works directly with clients to develop a financial plan personalized for their specific situation and goals. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor.
Her duties include leading client relationships, gathering and preparing data, and implementing the financial plan. Her objective is to provide clarity for clients as they navigate through their careers, in dentistry or otherwise, and manage small businesses.
Katie joined Buckingham Strategic Wealth through the 2014 merger with Indiana-based Hufford Advisors, where she spent more than 10 years working in various financial planning roles, most recently as a senior planning consultant.
In 2010, Katie was awarded the CERTIFIED FINANCIAL PLANNER™ professional designation. She also holds a Series 65 securities license. Katie earned her bachelor’s degree in accounting from the State University of New York at Geneseo in 2001.
She serves as controller and as a member of the investment committee for the Junior League of Indianapolis.
As a practice integration advisor, Katie works directly with clients to develop a financial plan personalized for their specific situation and goals. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor.
Her duties include leading client relationships, gathering and preparing data, and implementing the financial plan. Her objective is to provide clarity for clients as they navigate through their careers, in dentistry or otherwise, and manage small businesses.
Katie joined Buckingham Strategic Wealth through the 2014 merger with Indiana-based Hufford Advisors, where she spent more than 10 years working in various financial planning roles, most recently as a senior planning consultant.
In 2010, Katie was awarded the CERTIFIED FINANCIAL PLANNER™ professional designation. She also holds a Series 65 securities license. Katie earned her bachelor’s degree in accounting from the State University of New York at Geneseo in 2001.
She serves as controller and as a member of the investment committee for the Junior League of Indianapolis.