About Katrena

I am a Wealth Management Advisor in the Individual Advisory Services division of TIAA. With over 20 years of experience in the financial services industry, I am proud to help provide my clients with customized investment solutions, sound advice and guidance, and outstanding service, with an emphasis on financial education to empower them to take an active role in the financial planning process. I focus on helping those in the education, medical, and non-profit industries to meet their unique personal and financial goals, but I believe that proper planning is important for everyone. I believe that an investment strategy is only as good as one's ability to stick with it, which is why I work closely with my clients to help them clearly articulate their goals and create a roadmap seeking to ensure their success.