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Align your finances with your core values to help create a more abundant life

Katy Stevick, Financial Advisor

Katy Stevick, Financial Advisor

My reasons for becoming a financial planner are deeply personal. I repeatedly saw many friends and family delay starting their plan because of uncertainty about how to find the help they needed to map out their financial future. 

Through my background working one-on-one with hundreds of military families, I discovered the value of creating comprehensive, goal based plans that integrate financial wellness with day to day life.  These military families inspire me by their commitment to service, integrity and determination and it's my greatest privilege to help them accomplish their financial goals both during their years or service and as they transition to civilian life. 

I am confident that with my understanding of personal finance, coupled with my training as a financial advisor, I can help people better prepare for the future. After over 9 years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community.


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Advocating for Quality Opportunities 

Advocating for Quality Opportunities 

I've witnessed the impact quality employment and business opportunities for both military spouses and veterans can have on a family's ability to accomplish their goals, as well as the fulfilment those opportunities can bring along the way. For this reason, I've advocated for quality military spouse employment in my community and across the country as the 2018 AFI Fort Bragg Military Spouse of the Year, and I feel called to help military families & small business owners develop a sound financial strategy.