Katrina started her career in the financial industry when she began working for Vanguard in 2002. She worked in a variety of roles and departments and uncovered her passion for helping others with their investments and planning. This led her to pursue her licenses to work with clients face-to-face and discuss their investments while building customized retirement plans.
In 2015, Katrina joined Fidelity Investments where she worked as an Investment Consultant in center city Philadelphia for several years. This position allowed her to work with a diverse group of clients in all phases of life, across a variety of different careers, all with unique dreams, goals, and planning needs.
Today, Katrina is a Financial Advisor at Fortis Lux, a uniquely positioned wealth management firm, where she provides guidance to individuals and businesses in the following areas: preserving their wealth, risk management, mitigating taxes, taking care of their heirs, wealth transfer, charitable giving, employee benefits and retention services, retirement planning strategies, and income planning.
Katrina lives in Southern New Jersey with her children and pets. Their family enjoys watching local sports teams and traveling, especially to beach destinations. Two of their favorite family vacation locations are Ocean City, New Jersey and the Outer Banks, North Carolina.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. MemberSIPC. Supervisory Office: 420 Lexington Ave. 25th Floor, Suite 2510, New York, NY 10170. (212) 578-0300. CRN202302-278191