Katie Hershey

Katie Hershey is a Financial Paraplanner Qualified Professional (FPQP®) at WSF Wealth and has been with the firm for over two years. She works closely with advisors to develop comprehensive financial plans and provide clients with a clear path toward their financial goals. Katie specializes in financial analysis, data gathering and organization, and preparing detailed reports that support personalized planning strategies.

Prior to joining WSF Wealth, Katie built a strong foundation in finance, organized record-keeping, and exceptional client service through her experience in banking and with a government contractor. She brings that attention to detail and commitment to client care to every aspect of the financial planning process.

Outside of work, she enjoys spending time with her family, exploring new places, and creating lasting memories together.