Katelyn Murray serves as our Director of Relationship Management. An unlikely recruit to the world of financial planning, Katelyn’s undergraduate education was in the liberal arts – specifically History and Theater & Dance. She has since secured a Masters degree in Business Administration, as well as a graduate certificate in financial psychology and behavioral finance. Katelyn holds several distinguished certifications, including the CERTIFIED FINANCIAL PLANNER™(CFP®), Financial Behavior Specialist® (FBS®), and Chartered Federal Employee Benefits Consultant™ (ChFEBC™) designations. Katelyn has been working closely with feds for over a decade to help them navigate their financial futures and develop a positive relationship with money. Her unique approach merges financial psychology with traditional wealth management expertise to create an integrated financial planning approach that helps clients make the most of the one resource they can’t get more of: time.

Outside of work, Katelyn is actively involved in her community, serving as a director and actor at her local theatre. She also enjoys reading, cooking, hiking, weight-lifting, and even roller-skating. Originally from Danville, VA, she divides her time between the DMV area and her hometown.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.