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Katie K. Westphal

Katie K. Westphal

Financial Planning Assistant

Katie is a Financial Planning Assistant for DeRose Financial Planning Group. Focusing on new client solutions, she is responsible for preparing proposals, as well as new account and insurance applications. Katie is also responsible for organizing annual client review summaries and helps coordinate updates to their e-Worth Manager—keeping it relevant and up to date. Katie previously worked in a long-term care nursing facility where she held a variety of positions and provided a great deal of administrative and client service support. She currently holds Illinois life and health licenses and is planning to sit for the FINRA Series 6 registration.