Katie R. Riesberg

Associate Financial Planner

Katie joined the firm in January 2021 and currently serves in the role of Associate Financial Planner. In this position, Katie works closely with the team’s Financial Planners and Wealth Advisors to assist them in a wide range of client matters.

In the Spring of 2020, Katie graduated from Temple University’s Fox School of Business with dual Bachelor of Business Administration degrees in Financial Planning and Corporate Finance.

Katie currently resides in Fort Washington, PA.

PROFESSIONAL ORGANIZATION AFFILIATIONS:

•            Financial Planning Association (FPA) – Member

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