A Florida attorney since 1986 and a financial advisor since 2011.
"At Lancaster Wealth Management, I use the biographer's approach with clients to learn about their values and goals to tailor their financial strategies, then I partner with my clients to stay on track."
Kathryn brings two careers to that conversation. Her years in law, in private practice and as corporate counsel, taught her to ask careful questions and to pay attention to the details. As a financial advisor, she puts that habit to work for families planning their futures.
Licensed as a Florida attorney after earning her J.D. at Stetson University College of Law.
Private practice, and corporate counsel at RTI Biologics.
Became a financial advisor with Edward Jones.
Joined LPL Financial and launched Lancaster Wealth Management, with offices in Gainesville and Chiefland.
You can review Kathryn's registration and work history on FINRA's BrokerCheck (CRD #5964235).
Kathryn does not offer legal services through LPL Financial.
Outside the office, Kathryn is involved with organizations close to home.
Book a call and tell Kathryn what matters to you. No pitch. No pressure.
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