portrait of Katrina K Dangleman
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Katrina

As a seasoned financial advisor, I believe that financial well-being is not just about numbers on a balance sheet; it's about empowering individuals and families to live their best lives with confidence and security. With 14 years of experience in the financial industry, I have dedicated myself to serving my clients with care and personalized attention.

My upbringing in a family with limited financial resources instilled in me a profound understanding of the value of money and the importance of managing it wisely. Growing up with financial constraints fueled my determination to forge a different path for myself and my loved...

Focus Areas

  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Military Professionals & Veterans
  • Divorce Finances
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2010 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Running
  • Traveling
  • Reading
  • Yoga

Team Members

  • Elina Tabudlo
    Sr. Branch Office Administrator
    FPQP®
  • Shelley Katayama
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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