Katherine B. Brady, CFP®

Katherine B. Brady, CFP®

Financial Advisor and Office Operations Manager

katie@lazzaroassociates.com

Katherine Brady has been with RNL & Associates since 2008. She is a financial advisor and the office operations manager. She specializes in insurance and social security planning. Katie earned a Bachelor of Science degree from Castleton University, with concentrations in business management, business marketing, and computer information systems.

DESIGNATIONS
CERTIFIED FINANCIAL PLANNER® practitioner

MEMBERSHIPS
Member FSI (Financial Services Institute)

“The ability for us to work as a team to help someone work toward a goal or find an answer makes me come to work knowing I am making a difference in people’s lives.”