Katrina has been with Ballentine Capital Advisors for 15 years and is currently pursuing her Chartered Financial Consultant® (ChFC®) Certification. Katrina has over 30 years of office administration and customer service experience. As a Financial Planning Analyst & Client Services Specialist, she examines and prepares individual strategies based on finances, investments, taxes, and insurance. She works closely with our clients to answer questions and process requests, as well as provides meeting preparations, distribution services, and insurance services.
Katrina is originally from Asheville, NC, but has been in the Greenville area for 25 years. She loves college football, reading a new book, and spending time with her beautiful daughter Hailey!
