Kati has received both a Bachelor of Arts and a Master of Business Administration from DeSales University. She also holds the following professional accreditations: Series 7 (General Securities Representative) and Series 66 (Uniform State Law) licenses as well as her life, health, and accident insurance license. In March 2019, she obtained her CERTIFIED FINANCIAL PLANNING™ certification.
Kati works closely with Kristie, Lynn and Amy, in assisting their clients in reaching their long-term goals through customized financial solutions for life-cycle planning. She is committed to understanding and addressing the unique needs of each of their clients.
Kati currently volunteers for the Southern Lehigh Chamber board for the Greater Lehigh Valley Chamber of Commerce, where she adds input for monthly local chamber events and is the current Chair. She is actively involved with her alma mater, where she serves on the DeSales University President’s Advisory Council. Kati is also a member of the Allentown Rotary Club. She is a past President of the Allentown Rotary Foundation Board and Allentown Rotary Club. She is also on the board for the Monocacy Farm Project. Since 2000, she has been a member of Delta Epsilon Sigma, a national scholastic honor society.
Originally from Bethlehem, Kati now resides in Coopersburg, where she enjoys exercising, practicing yoga, spending time with Shaun, Madison and Kirsten, and playing with their two dogs; Giroud and Lexi.
To learn more about some of the organizations that Kati is involved with, please visit the following websites:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.