Meet Katie

Katie B Wilkins

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I began my career with Stern & Heatwole in 2015 and currently work as a Registered Administrative Associate holding FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network® as well as my life and health Insurance license.  My days at Stern and Heatwole are spent servicing our Retirement Plan book of business as well as selling and servicing life insurance, long-term care and both group and individual disability insurance policies.

Upon graduating from Broadway High School in 1999, I went on to Bridgewater College and received a Bachelor of Science degree in business administration in 2003. After managing a small business with my husband and running a broiler/breeder poultry operation, I gained additional experience working in various aspects of banking and real estate.

Outside of the office, much of my time is spent with my husband and two boys who enjoy playing sports and hunting.  While we spend a decent amount of time on the baseball field, we also enjoy camping, spending time with family and friends and being outdoors.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, VA, WA, WV. No offers may be made outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank or financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Stern & Heatwole Financial Group    305 Lucy Drive, Harrisonburg, VA 22801      |      Phone: 540-438-0547      |      Fax: 540-438-5647