Katy prides herself as a trusted financial advisor to her clients so they can focus on what is most important to them- their businesses, careers and families. Knowledge, education, experience and the determination to obtain high achievements are some of the qualities Katy brings to the firm. Katy currently hold FINRA Series 7 and 66 licenses in addition to Insurance license 2-15 and a RFC designation.
Katy is dedicated to keeping herself and her clients informed and she delivers information in a way that is easy to understand. Katy is a member of the Financial Services Institute (FSI) and she is actively involved in the West Volusia Regional Chamber of Commerce as the Committee Chairman for Willow.
Katy has worked in the Financial Services Industry for over twenty-five years with ten years of management experience at JPMorgan Chase and over four years at Edwards Jones before partnering with Cambridge as her broker/dealer in 2012.
She is married with two children and enjoys spending time with her family and pets. Her hobbies include travel, hiking, bicycling and furniture refinishing.
Teresa is our Administrative Assistant and Client Service Specialist. She has had many years of experience in the administrative role and brightens the office with her personality and enthusiasm. Teresa provides "high touch" service to our clients on a daily basis on everything from account statements to check disbursements.
She is excited to assist our team in making your experience with KBT Wealth Solutions positive and informative. Teresa currently lives in Port Orange with her husband.