Katie joined our firm in April 2019. Previously she worked as an investor services representative at Stone Coast Fund Services in Portland, Maine. Katie graduated from Boston University with a B.S. in political science and has passed her Series 7 investment securities license exams and her Series 66 uniform combined state law exam. Katie specializes in ESG investing and comprehensive financial planning, and achieved the Certified Financial Planner (CFP®) designation in March 2021. She is the treasurer and marketing chair of KV Connect and serves on the Mid-Maine Chamber of Commerce Marketing & Membership committee. Katie loves to stay active and enjoys running, yoga and skiing, but is always ready for a relaxing day at the lake! She lives in Sidney with her husband, Zach, their daughter, Charlotte, and goldendoodle, Bodhi.