Welcome Katy!December 22, 2020
Excited to be growing our team at SWM
SWM is growing! Welcome Katy Cook, our first Client Associate. Katy is a keen observer of the details and uses her training, integrity and boundless kindness to help clients work toward the financial goals that matter most to therm. Cheers to you Katy! We are incredibly grateful to have you join us!
Katy Cook is excited to be working with Alicia and the team at Singer Wealth Management LLC. Katy is a career-changer working toward being a Certified Financial PlannerTM professional. With a PhD in Applied Math and a decade of experience in university teaching and independent consulting, she decided to change careers and pursue financial planning after creating her parents’ retirement plan. She completed Boston University’s Financial Planning Certificate Program and passed the CFP® exam in 2020. Katy was drawn to Singer Wealth Management LLC because it is fee-only, offers a holistic approach to wealth management that incorporates financial planning, and helps women and minorities.
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