Avid, Experienced, Systematic
As a Wealth Strategist, Katheryn provides holistic estate planning advice to our clients, reviewing current estate plans and tax returns, and analyzing financial statements through the lens of the latest tax laws. She is responsible for designing unique strategies for wealth accumulation and transfers, working closely with the Investment and Client Service Teams.
Passionate about helping others, Katheryn brings her analytical mind to bear assisting her clients in defining–and then achieving–their unique life goals.
Katheryn brings five years of wealth management experience to GM Advisory Group, having previously worked at the Goldman Sachs Partners Family Office (Ayco) and Merrill Lynch. When she was in law school, she was fascinated by her first individual income tax class and has since made studying tax and law her life’s mission.
Outside the office, Katheryn sews monster-themed pillows and hoodies, and enjoys photography and the serendipity of finding the perfect piece of street art.