Katie Brenneman

Founder & President at Stronghold Financial

Role
Founder & President at Stronghold Financial
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Katie Brenneman

Stronghold Financial provides custom financial & Medicaid planning services with the…

Experience

  1. Founder & President

    Stronghold Financial

    Dec 2017 — Present · Phoenix, AZ, US

    At Stronghold Financial we have two categories of offerings:​- Bespoke estate planning and financial risk management services for people of all ages- Custom eldercare and Medicaid planning services for seniorsWe bring smart, innovative, powerful and well-vetted solutions to our clients to protect and preserve their assets and loved ones.

Education

  • Northern Arizona University

    BS

    2003 — 2006

Skills

  • Life Insurance
  • Disability Insurance
  • Fixed Annuities
  • Financial Goals
  • Retirement Planning
  • Insurance
  • Retirement
  • Long-Term Care
  • Financial Planning
  • Term Life Insurance
  • 401k

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