With over a decade of experience in the financial services industry, Katy has built a reputation for delivering strategic, comprehensive planning with a level of clarity and confidence that empowers her clients to make powerful financial decisions. Known for her sharp analytical approach and deeply personal client relationships, she partners with business owners, Csuite leaders, highachieving professionals, and ambitious women building extraordinary careers and lives.
Katy specializes in advanced retirement planning and income distribution strategies, supported by her RICP® designation, which allows her to guide clients through every stage of retirement with discipline, precision, and foresight. She frequently conducts full retirement analyses, evaluating income needs, tax considerations, risk exposure, and longterm sustainability, to help her clients retire with both comfort and confidence.
In addition to her work with highachieving professionals, Katy is passionate about serving families. After welcoming her daughter, Tala, in late 2024 and getting married in 2025, she gained an even deeper understanding of the financial transitions and emotional considerations that come with growing a family. Her holistic, empathetic approach helps parents and women at all stages build stability, protection, and longterm security.
Katy works with clients nationwide and is licensed in nearly half the country. She loves incorporating travel into her practice, visiting clients where they live, meeting their families, and strengthening the personal relationships that are central to her work.
Her expertise extends to advising entrepreneurs and business owners as they navigate growth, liquidity planning, employee benefits, succession, and risk management. Katy’s ability to integrate personal and business finances into one cohesive strategy makes her an indispensable partner to leaders seeking depth, clarity, and longterm vision.
A graduate of Western Michigan University with a bachelor’s degree in business administration, Katy also holds her Life, Accident, and Health Insurance license, along with her Series 7 and 66 registrations.
Securities offered through Cetera Wealth Services, LLC, (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Renaissance Financial Corporation is independently owned and operated. CA Insurance License #4055483 3131 E. Camelback Road, Suite 100, Phoenix, AZ 85016 | (623) 282-9400.