Katherine Schneider, CFP®, CPA

Katherine Schneider, Certified Financial Planner®, Certified Public Accountant has been in the Financial Services industry her entire career. She started in Public Accounting out of college, preparing personal and business tax returns. After spending time in private accounting and taking time off to raise a family, Katherine started working with her father in his financial planning practice in 2001 and then took over his business in 2009. She also obtained her Certified Financial Planning designation in 2009. Katherine became a Registered Representative of Avantax in 2012. She has been working with her father’s clients as well as adding her own clients ever since. Katherine enjoys working with a variety of clients in different stages of life and helping them meet their financial goals.

In her spare time Katherine enjoys spending time with her husband and teenage sons. Katherine loves to be outdoors, especially hiking and swimming in the ocean. She also volunteers at her children’s school and with her church.