2019 Spring Conference Speaker
Kathleen Keary
Katie knows that what she does is about more than just crunching the numbers. It’s about working directly with clients to find short-and long-term financial plans that can put their minds at ease, guiding them to a future that they can feel confident striving toward.
As a wealth advisor for Buckingham Strategic Wealth, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals, and seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.
Prior to her career with Buckingham, Katie worked for The Sher Group as a paraplanner and Moneta Group as a client service manager.
She earned her bachelor’s degree in human environmental sciences with an emphasis in personal financial planning from the University of Missouri. Since that time, Katie has become a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst™ professional.
Katie is a proud resident of Maplewood where she spends her free time crafting, doing yoga and spending quality time with her friends and family.
As a wealth advisor for Buckingham Strategic Wealth, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals, and seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.
Prior to her career with Buckingham, Katie worked for The Sher Group as a paraplanner and Moneta Group as a client service manager.
She earned her bachelor’s degree in human environmental sciences with an emphasis in personal financial planning from the University of Missouri. Since that time, Katie has become a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst™ professional.
Katie is a proud resident of Maplewood where she spends her free time crafting, doing yoga and spending quality time with her friends and family.
Watch for all the details coming on NAPFA 2022 Events
