Katherine is a CERTIFIED FINANCIAL PLANNERTM professional and an Accredited Portfolio Management AdvisorSM at Culpepper Wealth Management. She brings with her over 26 years of experience in the financial planning and wealth management industry. Katherine is passionate about helping individuals, families, and small business owners pursue their financial goals with personalized care and strategic guidance. She believes in building lasting relationships and empowers her clients to create meaningful legacies across generations.
Katherine grew up as an Air Force brat, living in several locations throughout her life, giving her the ability to easily adapt and have an open mind. She is a graduate of Concordia University – Irvine with a degree in Business Leadership and Management. She is an active member of the Financial Planning Association – East TN and committed to continuous learning so she can provide the most informed and effective financial strategies. In her free time, you will find Katherine volunteering through her church and the community, exploring the beautiful countryside, or spending time with her husband Bob, their son Bobby, and their crazy mixed terrier Pancho.