Kathryn L. Noel, CFP®, CLU®, ChFC®
Katie has been with Access Financial Services, Inc. since 2002 and advising clients since 2008. Her passion is informing clients by providing knowledge and guidance throughout the relationship. Katie acts as her clients’ coach and partner to keep them focused and on track. She specializes in helping individuals experiencing transitions in their careers.
Katie is a graduate of Hamline University and an active member of the Financial Planning Association of Minnesota. She is the co-founder of the Women’s Peer Advancement Group. Outside of work, Katie relishes family time with her husband and young son. To contact Katie, send an email to email@example.com or call her direct at 952-885-2719.
- Individual and family financial planning
- Physicians, professionals, and small business owners
- Pre-retirement and retirement planning
- Career transitions