MEET THE TEAM

Katrina is the Director of Financial Planning Ops at Signature Wealth Advisors where she leads strategic initiatives to deliver comprehensive financial solutions to high-net-worth individuals, families, and institutions. With over 11 years of experience in the financial services industry, Katrina brings deep expertise in financial planning and client relationship development.

Prior to joining Signature Wealth Advisors, Katrina held senior roles at Hummingbird Financial Group of Northwestern Mutual, where they were instrumental in specializing in investments, insurance, and long-term planning to help prepare her clients for today and beyond. Her career is marked by a commitment to personalized service, fiduciary responsibility, and long-term wealth preservation.

Katrina holds a degree from University of Florida, and maintains professional certifications including ChFC®, CLU® and RICP®, along with maintaining series 6, 7, 63 and 2-15 licenses. They are frequently sought after for insights on market trends, retirement planning, and multi-generational wealth transfer.