Katie Collins
CFP®
Buckingham Strategic Wealth
Practice Integration Advisor
Katie Collins
CFP®
Buckingham Strategic Wealth
Practice Integration Advisor
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Katie Collins, CFP®
Forever standing on the side of our clients.
Meet Katie Collins
As a practice integration advisor, Katie Collins works directly with clients to develop a financial plan personalized for their specific situation and goals. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor.
Her duties include leading client relationships, gathering and preparing data, and implementing the financial plan. Her objective is to provide clarity for clients as they navigate through their careers, in dentistry or otherwise, and manage small businesses.
Katie joined Buckingham Strategic Wealth through the 2014 merger with Indiana-based Hufford Advisors, where she spent more than 10 years working in various financial planning roles, most recently as a senior planning consultant.
In 2010, Katie was awarded the CERTIFIED FINANCIAL PLANNER™ professional designation. She also holds a Series 65 securities license. Katie earned her bachelor’s degree in accounting from the State University of New York at Geneseo in 2001.
She serves as controller and as a member of the investment committee for the Junior League of Indianapolis.
Katie Collins is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
-
Katie Collins is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Katie Collins
Office Locations:
-
8888 Keystone Xing
Suite 1111
Indianapolis, IN 46240
