Why Use This Tool?

Together, the services provided by Pierre and Katherine are to help clients move towards achieving their financial goals. In addition to managing client assets, constructing financial plans, and helping clients navigate life events, the team at Security Financial Advisors, Inc. works with clients to build positive, dependable, and reliable relationships.

We specialize in working with pre-retirees, retirees, and suddenly single men & women due to death or divorce. Our work with clients is to help them be confident with their strategies while putting them on a path to work towards achieving their goals. Our clients deserve the support, understanding, and knowledge of an advisor with the commitment, competence, integrity, and experience in helping clients build their financial futures.

The team at Security Financial Advisors, Inc. works with clients to build confident, trusted, and secure partnerships. We are driven by offering real value and real solutions to our clients. The mission of the investment advisory team at Security Financial Advisors, Inc. is to Help You Build Your Financial Future. Let us get started on your financial future, today!

Securities offered through First Heartland Capital Inc., Member FINRA/SIPC
Advisory Services offered through First Heartland Consultants, Inc.
Security Financial Advisors, Inc. is not affiliated with First Heartland Capital, Inc.

Supporting Katherine’s investment advisory and financial planning profession are her education and more than 20-year career in domestic commodity trading with Cargill, Inc., one of the Nation’s largest, privately-held companies, coupled with her career in business strategy development and marketing with Sprint, Inc. In addition, after joining Security Financial Advisors in 2008, Katherine completed a rigorous program offered in Denver, CO., in which she earned her CERTIFIED FINANCIAL PLANNER™ certification in March 2012.

A graduate of Smith College with a degree in Government and Economics, Katherine leverages her economics background, business experience, and financial education to develop, tailor, and implement her clients’ financial plans, as well as provide management of their investment portfolios. As a CFP® practitioner, Katherine can build a plan to help her clients work within and across financial planning, including, savings,  investments, insurance, taxation, business planning/employee benefits, retirement, and estate planning. Katherine will work with other service professionals, (such as  CPA's, Divorce and Estate Attorneys), as related to taxation, divorce financial planning, and estate planning, when developing, implementing, and monitoring a client's plan.