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Katherine Badertscher, CFP®, CDFA®, BFA

Katherine Badertscher, CFP®, CDFA®, BFA

Co-Owner & Vice President

Supporting Katherine’s investment advisory and financial planning profession are her education and more than 20-year career in domestic commodity trading with Cargill, Inc., one of the Nation’s largest, privately-held companies, coupled with her career in business strategy development and marketing with Sprint, Inc. In addition, after joining Security Financial, Inc. in 2008, Katherine completed a rigorous program offered in Denver, CO., in which she earned her CERTIFIED FINANCIAL PLANNER™ certification in March 2012. After completing specialized training in the financial, legal, and tax aspects of the divorce process, Katherine earned her Certified Divorce Financial Analyst® certification in March 2015. Katherine works with clients to navigate divorce and other financial life transitions, helping them with the personal and technical sides of money. In May 2022, Katherine earned her Behavioral Financial AdvisorTM  ´╗┐´╗┐certification. As a BFATM  professional, Katherine works with clients through an investment and financial planning philosophy focused on aligning decision-making behavior with goals and values.

A graduate of Smith College with a degree in Government and Economics, Katherine leverages her economics background, business experience, and financial education to develop, tailor, and implement her clients’ financial plans, as well as provide management of their investment portfolios. Now a CFP® practitioner, Katherine builds plans to help her clients work within and across financial planning, including, savings, investments, insurance, business planning/employee benefits, retirement, and estate planning. Katherine will work with other service professionals, (such as CPA's, Divorce Attorneys, and Estate Attorneys), as related to taxation, post-divorce planning and estate planning, when developing, implementing, and monitoring a client's plan.