K A T I E  W I L S O N, MBA

A S S O C I A T E  F I N A N C I A L  A D V I S O R

The oldest of three girls, my parents raised our family in Hartford, CT and later in the Northeast Kingdom of Vermont. As a college student, I took advantage of a five year opportunity to earn an MBA with a focus in Finance through Thomas College, in Waterville, ME and graduated Magna Cum Laude. One of a few internships convinced me to pursue financial planning as a career, where I learned I could make a difference for clients and their families through my education and interest in personal finance.

In 2010, I joined JSA Financial Group while relocating to the Hudson Valley, seeking an independent advisory firm with an objective style. I’m proud to work alongside Jeff and be part of an independent team to offer clients a more intimate business relationship and take a truly comprehensive approach to financial planning. In addition to meeting regularly with individual clients and retirement plans, I assist with investment research and portfolio development, attend educational conferences, and work through advanced planning issues with clients. I hold the Series 7 and 63 FINRA licenses through Commonwealth Financial Network as well as NY State Life/Accident/Health Insurance and am a candidate for the CFP® certification.

My husband, two small daughters, Black Labrador and I live on the Eastern edge of the Catskills. Together we enjoy exploring the mountains, working in our garden, local farmer’s markets and visiting family throughout New England.  Personally, I appreciate good clean cooking, thrift shopping, the magnificence of nature, and getting more acquainted with our community through volunteer opportunities and other events.

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