Catherine Buck

Associate Wealth Advisor

Catherine Buck

Associate Wealth Advisor

As an Associate Wealth Advisor to the team, Catherine (Katie) works with clients through our financial planning process. She supports our marketing director and facilitates team engagement. Katie recently passed her CFP® Exam in March 2024.

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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