Katherine and her team empower families to make the most of their financial resources, aligning their wealth with the life they aspire to live. Through a structured financial planning process and disciplined investment management, they help clients navigate financial complexities with confidence.
By collaborating closely with accountants, attorneys, and other financial professionals, Katherine ensures a comprehensive approach to meeting her clients’ most important financial goals. She specializes in guiding families through life transitions—before, during, and after—helping them make informed, strategic financial decisions. Her planning focuses on tax-efficient strategies, optimizing savings and spending, and charting a clear path toward their desired future.
Katherine holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plan Counselor designations. She currently serves as a board member for the Financial Planning Association and has previously served on the boards of Women in Insurance and Financial Services and the Oregon Women’s Sailing Association.
A Pacific Northwest native, Katherine lives with her husband, Kyle, and their son, Jack. Passionate about the outdoors, they enjoy skiing, sailing, and spending quality time with family.
Katherine Phillips is registered in AZ, CA, CT, FL, GA, ID, KY, MI, MO, MN, MT, OH, OR, TN, TX, WA, WI.
WA Insurance Lic. #703273
CA Insurance License #: 0K85439