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 |
PREVIOUS EXPERIENCE |
AFFILIATIONS & MEMBERSHIPS |
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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 Branch Manager |
Chair: Planned Giving Committee Member |