Registered Client Associate
Katy has been a principal in developing the administrative structure for Claris Financial since its founding, and she is known for her highly personal approach to client service. Katy began her financial services career with Wheat First Union in 1998. With extensive experience in brokerage operations and client service, she currently holds her series 7 and 63 registrations through Triad Advisors, LLC. Katy is a graduate of the Braxton School of Business. As a Registered Client Associate for Claris Financial, she assists clients in the overall administration and operations of their accounts. Katy lives in Glen Allen with her husband and son.