F I N A N C I A L G R O U P , P . C .
Meet Katie
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 as well as running a broiler/breeder poultry operation, I then gained additional experience working in various aspects of banking and real estate.
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I began working at Stern & Heatwole in 2015 and I currently hold the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network® as well as my life and health Insurance license. My days at the office are spent working with individual clients and their personal investments as well as business owners and employees who are part of the Retirement Plans that we manage. I also devote time to our insurance book of business that includes selling and servicing life insurance, long term care and disability insurance policies.
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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, riding ATV’s, being outdoors and spending time with family and friends.