Why do you do what you do? I fell in love with financial planning because of the tangible, positive effects it has on people’s lives. It is rewarding to help families secure their financial well-being – whether that is sending children to college, or planning for retirement.
When you are not at the office, you can often be found doing what? Anything outdoors – hiking, running, kayaking, going to the gym, relaxing at the beach.
If you could spend the day with anyone, who would it be and what would you like to learn? Elon Musk. I would love to hear his views on how technology is evolving to shape the future.
For what in life do you feel most grateful? I am most grateful for having the influence of my grandparent’s in my life. Spending summer’s in North Carolina are some of my fondest memories. I believe there is so much to be learned from their generation.
Where is your next adventure? A Spartan Race!
Where is your happy place? Spending time with family in the Outer Banks.
In another life, I would probably be: a country singer.
My friends always make fun of me for: creating silly phrases in lieu of curse words.
Katharine joined the Acorn team in 2017 as a Financial Planner. Katharine holds a Bachelor’s of Science in Finance, with a specialty in Financial Planning from Virginia Tech. Katharine is a member of the Financial Planning Association (FPA) in the National Capital Area.
In her free time, she enjoys hiking, kayaking, and anything outdoors.
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