Tax Advisor & Client Service Associate
Katrina started with LifeWise Wealth Advisors in July 2022, bringing 26 years of tax experience with her as well as excellent customer service skills. Throughout her career, she has enjoyed building long-lasting relationships with her clients and their families and looks forward to creating the same rapport with LifeWise Wealth Advisor clients.
Outside of work, Katrina spends most of her time with family. She has two grown sons and a new grandson to spoil! She loves to travel, with Siesta Key and Disney World being her favorite places to vacation. Her goal is to visit all 50 states (40 so far), Ireland, Greece, and all nine Disney resorts/parks.