I’ve always had a passion for helping people, and while studying at Virginia Tech, I learned of their Finance major option for the CFP® Certification Education Track. When I realized that I could combine something I was good at with something I was so passionate about, it was like a lightbulb went off for me. I’ve been working in the financial services industry since graduating in 2013, and I became a CERTIFIED FINANCIAL PLANNER™ in 2016. I joined Chicory Wealth in February 2021 and am very excited to be part of this team focused on holistic financial life planning and socially responsible investing (SRI).

I was born and raised in Northern Virginia and currently reside there with my wonderful husband, Joe, and our two cats, Zelda and Link, whom we completely adore. For me, a balanced life includes spending time with my family, exploring new places with friends, getting outside on bike rides and hikes, and curling up on the couch with a cup of coffee and a good book.

 

 

 

Katie Hagedorn, CFP®, CRPC®, BFA™
Financial Advisor