No Longer a Niche: Women in Wealth

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Speakers

Katie Keary, CFP®, CDFA®
Wealth Advisor
Buckingham Strategic Wealth

Katie knows that what she does is about more than just crunching the numbers. It’s about working directly with clients to find short-and long-term financial plans that can put their minds at ease, guiding them to a future that they can feel confident striving toward.

As a wealth advisor for Buckingham Strategic Wealth, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings

goals, and seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can

help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the

solutions to these complex issues is the part of the job that is most rewarding to her.

Prior to her career with Buckingham, Katie worked for The Sher Group as a paraplanner and Moneta Group as a client service manager.

She earned her bachelor’s degree in human environmental sciences with an emphasis in personal financial planning from the University of Missouri. Since that time, Katie has

become a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst™ professional.

Katie is a proud resident of Maplewood where she spends her free time crafting, doing yoga and spending quality time with her friends and family.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.