Katrina brings just over 16 years of industry experience to the Admin Extension team. Her career began in Retail Banking and in 2016 she transitioned to Global Wealth Management with Merrill; followed by a private RIA Firm. Katrina earned her Bachelor’s Degree in Business Information Management from Seminole State College in Orlando, FL and currently holds her Series 7 and 66 licenses. She is also licensed in Life and Variable Annuity Insurance and is a Notary Public for the State of Florida.

When Katrina is not working with her clients and advisors, she enjoys the beach,riding outdoor toys and spending time with family and friends. She currently makes her home in West Palm Beach, FL with her husband, their two beautiful boys, Hendrix and Nixon, and their sweet Australian Shepherd, Mae.

Katrina prides herself on her ability to patiently work with her clients to provide white-glove service and solutions. She keeps an open line of communication and is proactive in her follow-through with the goal of building trust and taking ownership.