Hello! My name is Katie Tan and I am a financial advisor who works with a select group of families and small businesses owners. I believe it is essential to take the time to learn what is most important to you and your family while developing a personalized investment strategy. Whether you are starting out, in the midst of it all or entering and enjoying retirement; I would love to get to know about you and your family and the financial goals you are striving to achieve.

I enjoy educating my clients about investing and I am dedicated to providing top-notch customer service. I particularly value working with engineers, IT professionals and first-generation American immigrants.

I am a Charlotte native and come from a large Filipino family. In my free time, I enjoy hiking, traveling and spending time with my family.