Katy Stevick
Financial Advisor at Align Financial Planning | Owner of The MacPherson House Bed & Breakfast | 2018 AFI Fort Bragg Military Spouse of the Year
- Role
- Owner at The Macpherson House Bed & Breakfast
- Location
- Fayetteville, NC, US
- LinkedIn followers
- 500 followers
About Katy Stevick
Helping people realize their own potential is my driving force. I love guiding clients to focus on their most valuable goals and live more efficiently so they have the time and money to concentrate on the things they love and want to do. Understanding that the single most powerful contributor to financial well-being is behavior, I work closely with clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. Through ongoing planning to address changes in one’s financial and personal circumstances, I stand ready to assist clients as they pursue their goals through a lifetime financial journey. I take this mission into the community by holding lunch & learn events for military and business organizations and by leading the local chapter of The Milspo Project, an organization that helps military spouse entrepreneurs achieve growth beyond circumstance.
Experience
Owner
The Macpherson House Bed & Breakfast
May 2020 — Present
Education
Maastricht University
International Relations
2010 — 2010
Baylor University
Bachelor of Arts, International Studies, Russian
2007 — 2011
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