New Wealth Advisors Announcement – Katie Young, CFP®

We are excited to announce a new role for a key team member. Katie Young, CFP®, is now a Wealth Advisor with Financial Forum. Her latest role will include preparing financial plans and working with families and individuals to achieve their financial goals.

“Katie has been a part of our success for nearly 16 years! We are thrilled she has agreed to help our clients and community in a new way,” said Jeff Comstock, Managing Partner of Financial Forum.

Katie joined Financial Forum in 2005 to fill a maternity leave position for two months. Starting with no industry experience, she went on to earn her CERTIFIED FINANCIAL PLANNER™ designation in 2012. During this time, she has earned the respect and admiration of our team, clients, and community! Katie is an expert communicator and perfect for this new role!