Katie Keary CFP, CDFA

Wealth Advisor, Buckingham Strategic Wealth

As a wealth advisor for Buckingham Strategic Wealth, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals, and seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her. She earned her bachelor’s degree in human environmental sciences with an emphasis in personal financial planning from the University of Missouri. Since that time, Katie has become a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst™ professional.