400 Sterling Drive, Orchard Park, NY, 14127
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Katie operates under several DBAs for her LPL business, including Silver Grove Financial Group, Haven Financial Planning LLC, and Silver Grove Advisory Services. Katie also hosts a radio show called NYGMS, New York Marketing, dedicating about 10-20% of her time to it.