Our Story

When our advisors originally set off on their professional careers, financial planning wasn’t the first thing on their minds.

One of our financial advisors, Katherine Hart, put herself through medical school and became an anesthesiologist, working full-time at a local community hospital for nearly 10 years. While she loved what she did (it combined her two loves of medicine and numbers), she noticed that her work environment lacked an efficient business management system. This lack of organization motivated her to return to school for her Master’s in Business Administration and Health Care Administration. Following graduation, she spent a year as a healthcare executive, until she stumbled upon the opportunity of a lifetime! 

After a recruiting offer from her previous finance professor and Asset Planning Group’s co-founder, Thomas Kosky, Katherine was faced with a life-changing decision: join him at the firm or continue in the medical industry.  Katherine had always loved finance, and the benefits that dedicated planning can bring, so she took the leap and became an independent LPL financial advisor with Asset Planning Group.

Fast forward to today, more than 16 years later, and the team at Asset Planning Group uses our specialized understanding of the medical industry to offer customized financial planning approaches and wealth management strategies for our clients. We provide you with a comprehensive look at your financial life, along with an efficient and consistent method of documenting your progress.

Our first loyalty is always to our client, and as Accredited Investment Fiduciaries^®, we are obligated to uphold this standard. Because of our high level of care and attention to detail, our clients continue to refer us to their friends and colleagues and we develop lifelong relationships with them. We are also independent advisors, which means that we have access to a wide array of mutual funds, ETFs, and other investment vehicles, rather than being tied to proprietary products.

This work allows our clients to enjoy a life of increased use and enjoyment of assets, reduced financial risks, and more flexibility and options to better adapt to the ever-changing world we live in. Contact us today to get started.