Katherine Chatmon

Jennifer (Jen) Edwards

Series 65 Test

3rd Decade Logo

Volunteer Financial Mentor

Passionate About…

  • Budgeting
  • Student Loans
  • Retirement Plans

Katherine earned her undergraduate degree in Criminal Justice from The University of Alabama. She made her switch to finance after taking an elective white-collar crime class. Then, she found her passion that blended money management and assisting others. Katherine forgo law school and instead a Master’s in Wealth Management and Financial Planning from Regent University. Currently, she is a paraplanner at MitchellClark & Company, a fee-only advisor firm. She is also passionate about women/minority empowerment and upliftment. She aims to set up an organization that will focus on increasing financial literacy for underprivileged persons to help them become financially independent.

A social cause I care about is...

Helping underserved populations especially in the finance realm. Too many people are being taken advantage of AND if you do not already have wealth, financial professionals are less likely to work with you.

A quote I live by is...

``Plant seeds for trees you will never get to sit under.``

My pet is...

A 13-year old Chihuahua. She is my baby.