Meet the Team

Andrew Katz

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 familes that he services. Andrew has over 38 years of experience in Retirement Planning, Long-Term Care, Health and Life Insurance as well as Comprehensive Financial Planning.

Andrew Katz... Here for you!

Dana Kenney

Administrative Assistant


Dana provides administrative support to Katz Financial. She can assist you with account issues such as new account establishment & maintenance, IRA distributions, and moving money between accounts. She has worked in the financial industry since 1989 and brings a wealth of knowledge to Katz Financial and the Prospera network. Prior to becoming a sales assistant she worked on the business development team for Prospera. She strives to provide excellent customer service to Katz Financial clients.

Dana lives in Joshua, Texas with her husband of twenty years, Michael, and son, Brayden. In her spare time she enjoys skiing, swimming and watching her son play baseball and basketball.

Client Centered

Client Centered

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.

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