Katie is the newest member of our firm. She comes to us after being employed by Stone Coast Fund Services in Portland, Maine as an investor services representative. 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 is currently studying for her CFP® (Certified Financial Planner). She is a member of the KV Connect Steering Committee and the Mid-Maine Chamber of Commerce Marketing & Membership committee. When she can, Katie enjoys skiing, spending time by the lake, and coaching field hockey with the Maine Majestix. She lives in Sidney with her husband, Zach and goldendoodle, Bodhi.