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Kathryn L. Shirer, CFP®

Kathryn L. Shirer, CFP®

Kathryn Shirer

Kathryn Shirer is vice president and wealth advisor for Tompkins Wealth Advisors. Katie specializes in executive financial counseling, wealth management and legacy planning. Katie has completed advanced courses in education, succession planning and charitable giving. Prior to joining Tompkins in 1990, Katie specialized in retail banking, loan origination and underwriting during her career in the banking industry in Rochester, NY. Katie and her family live in Lakewood Ranch, Florida, and Webster, New York. Katie continues to combine her interest in geology with her love for travel. Her other interests include art history, gardening and reading.

Education & Certifications

BS, State University of New York College at Brockport

Certified Financial Planner (CFP®) Practitioner

FINRA Series 7, 63 and 65 registrations with LPL Financial

Life, Accident and Health Insurance licenses in New York and Florida


Vice President
AM&M Planners, Inc.

Branch Manager
Citibank, N.A.


Chair: Planned Giving Committee
Asbury First United Methodist Church

Financial Planning Association, Suncoast Chapter

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