Mrs. Katherine A. A. Zupan holds a bachelor's degree from The
Pennsylvania State University and a master's degree from Webster
University. Retired from military service with The United States Air
Force, she has been in the business of financial advising since
1998. She began her financial advisory career with Independent
Capital Management, Inc and SunAmerica Securities, Inc. In 2001, she
moved to the private investment bank of Lloyd, Scott & Valenti, Ltd.
as a regional financial advisor, and Bear Sterns. Mrs. Zupan became
an independent fee-only advisor in 2004. Mrs. Zupan is a member of
the Financial Planning Association.
Mrs. Zupan is Series 65
licensed in the Commonwealth of Virginia. She is also a Certified
Estate Planner. Mrs. Zupan is a registered investment advisor
representative with the Commonwealth of Virginia.