Kati has received both a Bachelor of Arts and a Master of Business Administration from DeSales University. She also holds securities and insurance licenses and, in March 2008, obtained her wealth management specialist designation from Kaplan University.
Kati works closely with her father, Raymond, and shares in his focus on 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 Hellertown-Lower Saucon Council board for the Greater Lehigh Valley Chamber of Commerce, where she adds input for monthly local chamber events and is the current co-Chair. She is actively involved with her alma mater, where she serves on the DeSales University President’s Council and is a class agent. Kati is also a member of the Allentown Rotary Club. She is a past President of the Allentown Rotary Foundation Board. 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 Zumba, TRX, hiking, running, bike riding and playing with her two dogs; Giroud and Lexi.
To learn more about some of the organizations that Kati is involved with, please visit the following websites: