Kat Serves as a Financial Advisor serving clients in all aspects of financial planning and investments. She strives to address holistic financial needs of clients by utilizing her legal background and dedication to delivering skillful service.
Kat joined First National Bank in May of 2019 after extensive work with Bank of America Private Bank as a Trust Officer in Providence, Rhode Island. She has also worked in risk management and at a boutique trusts and estates firm.
Kat currently holds her Series 7 and Series 66 securities registrations. Kat obtained a Bachelor of Science in Criminal Justice from Champlain College and a Juris Doctorate from Vermont Law School and holds an admission to practice law in the Commonwealth of Massachusetts.
In her free time, you can find Kat skiing, paddle boarding and camping with her husband Chris and their chocolate Labrador Retriever named Chip. She also makes time for cooking and entertaining friends and family. Kat has a deep sense of community and enjoys giving back. She is involved in the CU Mentor program for undergraduates and the Boulder Rotary club.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank of Omaha and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE