Katherine Matthews, FPQP™

Katherine is an accomplished leader in wealth management with over 28 years of experience in financial services.  Her experience with individuals, families, and business owners allows her to educate clients and advocate for their best interests.  She uses a collaborative approach including their outside advisors such as a CPA or Estate Attorney.  Katherine takes pride in seeing the seeds of her advice, planted early in her career, and growth along the way, come to celebrated milestones for her clients. At the same time remains dedicated to preparing clients for unforeseen obstacles so they have confidence in making decisions for themselves and those who depend on them.

Katherine holds several professional qualifications, including the Financial Paraplanner Qualified Professional designation FPQP^™, Series 7, 65, and 63 investment licenses with LPL Financial. Katherine also completed the Southeastern Trust School of Campbell University and graduated with a Bachelor of Science from The University of North Carolina at Greensboro.

Outside her professional life, Katherine is passionate about running and dedicates her time to volunteering with organizations like “With Love from Jesus”.  She is also a member of Calvary Raleigh Church and serves in the children’s ministries.  Most importantly, she enjoys traveling with her husband, Mark, and two daughters, Rachel and Anna.