Katherine has over 15 years of experience in the investment management industry. Prior to joining Lyell Wealth Management, Katherine worked at BNY Mellon Wealth Management and Atherton Lane Advisers.
Katherine holds a BA in Art History from George Mason University, where she graduated magna cum laude.
Katherine is an avid Green Bay Packers fan and enjoys traveling abroad with family and friends.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
