Katrina Bell, CIMA®
ADVISOR
Kat is passionate about building relationships. That’s why she loves doing this work. Skillfully advising on plans, she gives her clients everything they need to make informed decisions. And she does it with an upbeat, supportive energy that is uniquely her.
A natural problem solver and strategic thinker, Kat believes boxes are for cereal, not ideas. Kat isn’t afraid to ask questions and values every opportunity she gets to learn something new.
Kat’s been helping manage retirement plans and educating employees for over 20 years. She has a B.S. in Business Management from Marylhurst University and obtained the Certified Investment Management Analyst designation in conjunction with Yale School of Management.
When she’s off-duty, her days are filled with hot yoga, travel adventures, and mother-daughter dinners. Valuing community and connection, Kat often volunteers with local organizations.
Katrina’s top three values: Empathy. Excellence. Drive.
Success Stories
Payroll and 401(k)
A promise of “integrated” Payroll to 401(k) resulted in compliance errors and inaccurate funding.
Employee Education
Retirement Plans are only as good as the Employees who participate in them.
Investment Menu
An investment menu is most optimal when focused on easy-to-understand products, low cost and limited risk.