Kathryn M. Brown, CFP,® CHFC®
Founder and Principal
Katie is a highly qualified financial planner and wealth consultant. Her expertise in analyzing and formulating financial plans and her strength in forging strong bonds with clients and team members are essential to the close and committed relationships the firm maintains with its client families. These talents complement her wide-ranging experience in technology, administration and operations as well as an impressive understanding of compliance regulations.
Prior to founding Morton Brown, she worked at Corbenic Partners for 15 years, where she was a financial advisor and partner. She holds both the Certified Financial Planner™ and Chartered Financial Consultant® designations as well as a life, health, disability insurance license. Katie is a graduate of York College where she earned a B.S. in Economics and Finance. She has been recognized by Lehigh Valley Business as a 2015 Woman of Influence.
Married with young children, Katie enjoys being active in the community. She currently serves as a board member for both Valley Youth House and the Estate Planning Council of the Lehigh Valley. She is also actively involved at the Jordan United Church of Christ. In her free time, she enjoys playing tennis and is an avid runner, competing in marathons and half marathons.
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