Meet Katie Horner
Katie joined Campbell Wealth in February 2020 as a Senior Wealth Management Associate. Katie comes to Campbell Wealth with 10-plus years of experience in the financial services industry. She holds her Series 7 and 66 registration and insurance licenses. Katie is a recent transplant from the Mountain West, growing up in Idaho and developing her early career in Salt Lake City, Utah. She is a graduate of Boise State University with a B.A. in public policy and a master's in curriculum and instruction. She is currently pursuing a professional certificate in financial planning from the University of Utah. Katie lives in Manassas, Virginia, with her husband Jason and daughter Lily. She enjoys cooking, reading, learning the fiddle, and participating in outdoor activities such as hiking and kayaking. How Katie Benefits You As a member of the Wealth Management Team, Katie helps in maintaining and enhancing client relationships.
A Guide to Downsizing & Transitioning Tuesday, Feb. 9 at 3 p.m. Estate & Legacy Planning Tuesday, March 9 at 3 p.m. Wellness & Wisdom Webinar Series MARK YOUR CALENDARS!
Would you like to be a Campbell Wealth Management Ambassador? Would you like access to exclusive events?
All you have to do is refer a friend. Do you know someone who: • Wants to be better prepared for retirement? • Is looking for a second opinion regarding their portfolio? • Has gone through a major life event (death of a spouse, retirement, etc.)? Call us at ( 571) 800-6371 and let’s set up an introduction! If they are important to you, they are important to us.
Educational Webinars – Tell Your Friends
Taxes in Retirement Wednesday, Feb. 10 at 1:30 p.m. Taxes in Retirement Monday, Feb. 15 at 1:30 p.m. Women’s Retirement Planning Tuesday, Feb. 16 at 11 a.m.
To register, visit our website or email us at Seminars@CampbellWealth.com.
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