Katie is a CERTIFIED FINANCIAL PLANNER™ practitioner who helps individuals and business owners discover what financial independence means for them. She wants to live in a world where people do what they love for a living and are able to give back to the community in a meaningful way.
Katie has been in the industry for almost 15 years in both a large corporate setting and boutique advising firm. She has helped young professionals begin their financial plan, guided seasoned investors through retirement, and advised women undergoing major transitions in their life. Her education includes an MBA in Finance from the University of North Texas, and a BBA in Finance from Texas Christian University. She also holds a series 7 and 63 securities license, life, accident, and health insurance licenses and the CFP® designation.
Katie and her husband, Justin, are members of Highridge Church and reside in Aledo, Texas with their three children.
Jenny has been a part of Lighthouse Financial Advisors since its inception. Before joining the financial industry, she was the administrator for another agency. Her background working for a governmental department, allowed her to develop and perfect her multitasking and managerial skills. She holds dual roles at our firm. Not only is she charged with managing an efficient and successful office, but she also serves as the administrator to all the firm’s agents and registered representatives.
Jenny was born and raised in Ft. Worth, where she currently resides. Since her two children have grown and moved away from home, she enjoys time with family and keeping busy with dogs and hobbies. Her first grandchild is on the way and will make his appearance around April 1st, she is extremely excited about this new experience.
Founder and Certified Financial Planner at Steward Financial
My mission is to provide you with trusted, objective financial advice. I am dedicated to helping you reach your specific financial goals and address your personal financial concerns. I strive to treat all my clients with consistency, honesty, respect, and trustworthiness.I've worked in the business owner market for over 30 years. I specialize in both qualified and non-qualified plans. I typically work with business owners, professionals, and individuals in the high-net- worth mature-market.I've been happily married to my wife for 39 years. Together we have a total of 6 children, 14 grandchildren and 2 great grandchildren.