A passionate strategic thinker and connector of people and ideas, Katarzyna thrives on building lasting relationships, delivering actionable insights, and helping individuals and businesses achieve financial success through collaboration and innovation.
A Cum Laude graduate of Chapman University with a BA in Organizational Leadership, Katarzyna is committed to continuous professional growth. She is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and is currently pursuing additional securities licenses and industry designations.
Outside of her career, Katarzyna enjoys family adventures with her husband, Lenin, and their three children. She loves exploring new cuisines and great wine, volunteering at her children’s school, donating blood, crafting, and immersing herself in great books.