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Kathryn Shirer

CFP ®, Vice President & Senior Wealth Advisor

Tompkins Financial Corporation

United States, Florida, North Port

About Me

Katie, a Wealth Advisor and LPL Financial Planner, specializes in wealth management and retirement planning, working in Rochester, NY and Sarasota / Lakewood Ranch, FL area for Tompkins Wealth Advisors (formerly AM&M Financial). In these turbulent times and fast paced, technology driven environment, it is important to have a team who takes the time to understand your needs and communicates regularly with you as we work together to pursue your financial goals and increase your confidence in your financial future. We believe that an effective wealth management process goes much deeper than investments products, and requires a more modern, holistic approach. As a CFP® Practitioner, Katie

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Profile Information

CFP ®, Vice President & Senior Wealth Advisor

Tompkins Financial Corporation

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

North Port

Florida

United States

Aug 9, 2024

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