Katherine B. Brady, CFP®

Katherine B. Brady, CFP®

Financial Advisor and Office Operations Manager

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
CFP (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.”