Katie Coleman, CFP®, graduated from the University of Georgia and moved to New York in 2007, joining Siena Wealth Advisory Group that same year. In 2012, she became a Managing Partner of Siena Wealth Advisory Group. Ms. Coleman has been quoted as a financial professional in the Wall Street Journal, and received Long Island Business News’ 40 Under 40 Award in 2014, recognizing professional accomplishment and community service.
Katie Coleman, CFP®, graduated from the University of Georgia and moved to New York in 2007, joining Siena Wealth Advisory Group that same year. In 2012, she became a Managing Partner of Siena Wealth Advisory Group. Ms. Coleman has been quoted as a financial professional in the Wall Street Journal, and received Long Island Business News’ 40 Under 40 Award in 2014, recognizing professional accomplishment and community service.
My children have all the financial knowledge they need, right?
It’s a sad fact: While the financial landscape has gotten infinitely more complicated, gone are the days of one job for life and a pension when you’re done. Even the children of high net worth families can fall short when it comes to knowing what to do with their finances. Many of us think finance […]
How can volatility be your friend?
It’s been hard to know how to react to the recent market volatility, or whether to react at all. It’s enough to keep even the most seasoned investor up at night. But we view these times as a natural part of the economic cycle—and the reason why a comprehensive financial plan is so important. If […]
