Katherine Livingston
I love helping clients in small ways that make a real difference in their day-to-day lives. I know that even the smallest details matter, and I take pride in supporting the work that helps clients stay informed and prepared.
This field felt like a natural fit to me. I’ve always been interested in money and how the financial industry works. Plus, math was my strongest subject in school, and I’ve always had an analytical mind.
I’ve held multiple jobs in the financial industry, including as an internal auditor and a bank teller. These positions gave me a strong foundation in financial systems, accuracy and service.
I’m an Enrolled Agent, I’ve passed my Series 65 securities exam and I hold my life and health insurance licenses. I earned my bachelor’s in finance from the University of Georgia.
I live in Charleston with my cavalier King Charles spaniel, Cheddar. I love spending time at the beach, going on walks, listening to live music and spending time with friends.
