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Katie K. Westphal

Katie K. Westphal

Financial Planning Assistant

“It is a joy to work with such hardworking and dedicated people. Having the opportunity to contribute toward our clients’ financial futures is a very gratifying experience.”

Katie has come to DeRose Financial Planning Group with over 9 years of customer service experience. She spent the majority of her career working at a nursing home, where she  learned the importance of good customer service having helped nursing home guests and their families in a variety of administrative roles.

Within DeRose FPG, Katie works as a Financial Planning Assistant, helping to coordinate client appointments and prepare Financial Review presentations for client meetings.