KATY CHASE, CFP®
Financial Advisor, Service Advisor
A native of Upstate New York, Katy loves the snow. After graduating from The Pennsylvania State University, she transplanted to Boston where she volunteered with AmeriCorps VISTA.
After her year of AmeriCorps service was complete, Katy earned her Masters of Business Administration with a concentration in Business Analytics at Simmons College. At the time, the Simmons College MBA program was women’s-only, offering a unique learning prospective.
She was introduced to the ‘real’ world of investing through her internship at Vanguard where she worked on improving the client experience and helped to quantitatively measure the social return on investment of the business’ employee programs.
In early 2013, Katy joined the team at Lighthouse Wealth Management and found her home. Her favorite aspect of working for Lighthouse is the family-like atmosphere between clients and fellow staff. She works with clients on their financial planning needs, analyzing each of their unique situations.
Katy especially enjoys helping families work towards reducing stress by setting and achieving specific goals. Katy holds her CFP® designation, her Series 7 and 66 licenses, and she is a licensed Maryland and Pennsylvania State Life Insurance Agent.
Katy and her husband recently purchased their first home in the Pinehurst community in Lake Linganore – it was a fixer upper and they are working hard to renovate the house room by room.
Katy enjoys kayaking on Lake Linganore (she was on the Penn State crew team for four years), camping, hiking Sugarloaf Mountain, and the Great Outdoors in general. She’s known to have never come across a craft beer she doesn’t like, and when she’s not outdoors or sampling brews, she volunteers at the Frederick Rescue Mission. Katy also serves as Lighthouse’s Frederick Chamber of Commerce representative.