DSC_9434.jpg

KATHERINE ADAMS

 

Katherine is a Client Relationship Manager.  She earned a degree from Brown University and is currently studying for the CFP® exam.  In 2000, Katherine became a financial advisor at a large national financial firm working directly with clients.   At Summit Wealth Group, she coordinates all client planning activity, and actively participates in advising clients.  Katherine, her husband Chris, and their daughter enjoy skiing, traveling, music and spending time with friends and family.