About Me

Katherine is a Licensed Insurance Professional for Investment Executives and has over 10 years of Insurance Industry Experience. She is passionate about protecting assets through various programs such as State Sponsored Long Term Care Partnerships, Annuity Products and Various Specialized IRA programs such as the Stretch IRA concept. In addition, she helps many families fund college for their children through the use of Life Insurance, and specializes in Corporate Risk Management and Cost Mitigation strategies.