LPL FINANCIAL ADVISOR

  • Team Member Since: 2018
  • Professional Superpower: Resolution & Critical Thinking
  • Unexpected Hobby:  Home Decor
  • Bucket List Item:  It was jet skiing but after this BIG age, I no longer desire being in the middle of the ocean on a tiny motorcycle!
  • Favorite Memory at Benchmark: Shannon pretending to go into labor so we could win an easter egg hunt!
  • Preferred Ice Cream Flavor: Pistachio
  • Starbucks Order:  Iced Caramel Coffee

Katrina is a financial advisor with a heart of gold and a passion to see others succeed. She and her husband, Brandon, juggle their busy family life like superheroes, supporting their four energetic boys: BJ, Kaleb, Blaise, and Khai. Whether it’s cheering them on at soccer games, football matches, or in the classroom, she’s always their biggest fan. She loves to relax with an iced coffee in hand, soak up some sun at the beach, or unwind with a good book. Preferably all three at once!

Katrina excelled in her career in banking as the AVP of lending but decided to follow her heart and pursue her dream of becoming a financial advisor. She spent the next few years getting her TN life insurance license, and series 7 and 66 certifications.  A natural wonderer, she thrives on understanding the “why” behind every decision, and her curiosity helps her build deeper connections with her clients. Whether planning for retirement, a big life transition, or achieving a financial goal, Katrina collaborates with her clients to guide them toward their next chapter with empathy, insight, and a focus on their unique journey.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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