Katherine graduated with a Bachelor of Science degree in Family Resource Management from The Ohio State University in 2006. She began her career at Summit Financial Strategies in 2007 after having completed nine months of internship experience with the firm. Katherine is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Katherine works on a Summit client service team to provide support for investment advisory and wealth management clients.
Katherine is a Corporate Professional member of the National Association of Personal Financial Advisors (NAPFA) and volunteers in the Columbus Public schools through the non-profit organization I Know I Can.
Katherine is married and resides with her husband in Upper Arlington.
", "info": { "author": "Katherine J.H. McCartan, CFP®", "author-position": "Operations Administrator" } }