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Katy Stevick

Katy Stevick

Financial Advisor

My life was shaped by major market events that were out of my control. I’ve learned the one thing you can control is your own financial plan. 

I have repeatedly seen friends and family delay starting their plan because of uncertainty. What should I be doing? How do I start? Who do I talk to?

They were looking for competent, yet empathetic, advice. They needed someone to break down complex concepts into understandable language. They needed to feel empowered to make great financial decisions. They needed a true and trusted advisor.

Now I am one.

Over the last 10 years, I’ve combined my skills of listening, strategizing and geeking out over tedious details with my education and experience to create comprehensive, goal based plans that integrate financial wellness with day-to-day life. 

I believe in the power of an aligned financial plan (especially for military families) not only because I have seen its benefits for my clients but because I have lived it for myself.


From the beginning of our careers, my husband and I started saving and investing towards our own goals - one of which was buying and restoring an old home. So when an opportunity came along in 2020, we were able to step into our own dreams, purchase a historic home, and convert it into a Bed & Breakfast.

Understanding the unique languages of finances, business ownership, and military life, I am able to speak to many who feel misunderstood by other financial planners.

Learning these skills has helped empower my own family to live a life unburdened by financial stress. My joy is to do it for you, too.