Owner | Financial Advisor
Owner, Andrew Katz, is a financial advisor, available to provide the personal attention that you deserve. As a full-service financial advisor, Andrew provides his clients the finest Comprehensive Money Management experience for active investors, business owners and retirees.
Andrew employs a dynamic approach to analyze and offer plans to realign equity and fixed income portfolios with an emphasis on appropriate risk management based on the needs of each client. He prides himself on providing an individualized plan to his clients, rather than a one-size-fits-all approach. He has built a reputation of genuinely listening to his clients to understand their specific goals and needs before making a proposal. This approach has proven very successful to the individuals, business owners, retirees and their families that he services. Andrew has 40 years of experience in Retirement Planning, Long-Term Care, Health and Life Insurance as well as Comprehensive Financial Planning.
Andrew is married to his wife, Denise and they have 6 children and 2 granddaughters. When he isn't in the office, Andrew enjoys traveling to be with his family and playing golf. He also likes spending time outside working in the garden and in the yard.
Andrew Katz... Here for you!
Demetris “Dee” is the administrative assistant at Katz Financial. She aids with new account opening, asset transactions and many other functions needed to better service the client. Dee has been in the financial industry for over 20 years, where she has grown from receptionist, operations specialist to administrative assistant. She has experience and training in many fields of the industry; knowledge to achieve maximum operational impacts, conserve time, and boost efficiency.
Dee is a mother of 3 and a bonus mother of many. When she is not in the office, she enjoys spending quality time with her family, traveling, reading, exercising, and relaxing time.
Advisor Services Director
Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In addition, she facilitates ongoing educational opportunities and idea exchanges to help us stay at the forefront of our industry.
As a CFP® professional, Hilary has been in the industry for over 25 years. She has a Bachelor of Business Administration from the University of Texas McComb’s School of Business and a Masters in Financial Management from the American College of Financial Services. She holds the Series 4, 7, 24, 53, 63 and 65 licenses. To keep an innovative mind, Hilary can often be found reading published pieces by various thought leaders in the industry. Outside of her passion for helping us provide the best service for our clients, Hilary enjoys morning runs and spending time with her husband and two children
VP of Advisory Solutions
Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards executing the advisory needs of Katz Financial.
Paul is a graduate of the Virginia Military Institute with a degree in Civil Engineering. He began his career in finance with Dorsey, Wright & Associates in 1997, ultimately serving as Sr. Vice President. During his tenure Paul led the development of many of the firm's investment solutions, including Guided Models, Exchange Traded Funds, Structured Products, and Managed Accounts strategies such as Tactical Tilt. Paul has co-authored several books on investing and has taught risk management best practices to financial professionals for more than two decades. Paul and his wife have two kids and reside in Richmond, Virginia.
Director, Sales Supervision and Audit
Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices by tracking relevant laws and regulations, reviewing our policies and procedures, and most importantly, helping to preserve the integrity of Katz Financial. His work is a key component to supporting our firm's core values of care character and competency.
Wes has held several roles in the financial services industry, providing our firm with a huge foundation and expertise in his role. Wes' previous positions included the titles of trader, trading manager, operations manager, and compliance manager. Wes obtained his Bachelor of Business Administration from the university of North Texas and is Series 7, 63, 66, 24 & 55 licensed. When he is not spending time at the office, he enjoys working out and playing in the band for and at his church.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.