LPL FINANCIAL ADVISOR
Joined in 2018
Katrina graduated from the University of Tennessee at Chattanooga in 2010 with a BS degree in Business Management. Before joining our team, Katrina worked in Lending as an Assistant Vice President/Senior Loan Officer for First South Financial Credit Union here in Memphis, TN. She holds her FINRA Series 7 and 66 registrations through LPL Financial and a Tennessee Life Insurance license.
Katrina’s focus is financial planning and education. She is dedicated to helping clients and the community pursue their financial goals and assisting them along their journey to financial freedom. She believes it’s important for clients to have a safe place to ask questions, learn, and collaborate with their advisor on goals for their individual situations.