Catherine E. Buck, CFP®

Associate Wealth Advisor

Catherine E. Buck, CFP®

Associate Wealth Advisor

Catherine (Katie) is a CERTIFIED FINANCIAL PLANNER™ professional. She enjoys working with clients on the financial planning process and supports our marketing director, tax team members, and facilitates firm-wide engagement

Katie received her Bachelors of Science (B.S.) from St. Lawrence University in 2020, with a double major in Statistics and Business in the Liberal Arts. During her time on campus, she was Recruitment Chair for Chi Omega’s Epsilon Kappa chapter and studied abroad in Vienna, Austria in the spring of 2019.

Katie grew up in Argyle, NY playing basketball but now enjoys spending her time outdoors with her friends and family.

More About Katie:

“I care deeply about my family and friends and spend much of my free time traveling to see them. When I can, I relax with a cup of coffee in the morning with my partner Fred.”

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