Team

Katherine has the unusual background of “doctor-turned-CFP®” and uses her intimate understanding of both industries to help her clients, many of whom are healthcare professionals themselves, pursue their financial goals...

Tom is our CIO at Asset Planning Group, Inc and takes charge of security research, analysis, and portfolio construction. He has been in the financial services industry for 25 years and co-founded Asset Planning Group in 1993. He has...

Harris L. Kerker is President and a co-founder of the Asset Planning Group, established in 1993, and has been a financial consultant for more than thirty years. Mr. Kerker has extensive experience in designing and implementing...