Katherine Barton

Katherine assists Lucia in meeting clients' needs. She schedules client meetings, prepares paperwork and maintains files, as well as corresponding with clients and our broker dealer to complete new accounts, transfers, and distributions. Using extensive experience in personal computing, she will be helping to edit and design teaching and marketing materials and keep our technology up to date.

Katherine holds a B.B.A. degree from Baylor University with a major in finance and minor in accounting. In many years as part of project cost and schedule management teams, she became adept at database programming, computer systems implementation and maintenance. She is an experienced event and volunteer coordinator and has assisted several entities in the Portland area.