Kathryn L. Maffei, M.Ed, CFP^®

Since the fall of 2022, I have worked with Katerina as the successor to the financial business that I began in 1986.  Working closely together, I have seen how carefully and thoughtfully she has gotten to know my clients in order to understand who they are and to best support their financial goals.  Her work as a comprehensive financial planner has been well-received by clients with whom I have had relationships for years, if not decades.  At every turn in our work together, Katerina’s dedication to her work and compassion for our clients have been clearly evident. Now, in the final stages of our succession plan, I am delighted to take on the role of mentor and coach to Katerina as she takes the financial practice I have loved and cherished into the future!