Katrina Mleziva is a Financial Advisor who brings clarity, strategy, and confidence to every client interaction. With the Accredited Wealth Management Advisor℠ (AWMA®) and Chartered Retirement Planning Counselor℠ (CRPC®) designations, she specializes in investment planning, retirement strategies, and financial guidance tailored to each client’s unique goals.

Clients value her ability to make complex decisions feel approachable and her commitment to building long-term relationships based on trust and transparency. She works closely with individuals and families who are looking for a knowledgeable partner who understands both the numbers and the life behind them. She is known for her common sense approach, strategic mindset, and her talent for helping clients stay grounded and confident through every phase of their financial journey.

Outside the office, Katrina enjoys working out, spontaneous road trips, camping near Lake Superior, and hosting bonfire nights with friends. She believes financial clarity supports a meaningful life and approaches each client relationship with purpose, insight, and care.

Whether you are starting to build your financial foundation or seeking to refine an existing strategy, Katrina offers clear guidance and steady partnership every step of the way.