Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Kat Kalinauskas
Associate Financial Advisor
I believe the key to financial security lies in proactively creating a plan that adapts with you in all seasons of life. My mission is to provide clarity and guidance by developing long term relationships with my clients and using tax efficient strategies to help you reach your specific goals.