Professional Focus and Services
Catherine "Katie" Scheib is an independent financial
consultant/registered representative and advisor providing
financial and advisory services to individuals, small businesses
and non-profit/not-for-profit organizations and institutions. She
is also a licensed life, annuity, accident and health insurance
agent in the state of Pennsylvania. She is licensed to sell
commission based securities in PA & NY and she is licensed to
solicit fee-based business in all US States and territories.
She offers a myriad of
investment related services including fee-managed investment
programs, hourly financial planning, portfolio and retirement
account review, stock and bond trading and direct mutual fund
Retirement planning services
for individuals, self-employed, small and medium sized business and
non/not for profits include Traditional and Roth IRA, SEP-IRA,
SIMPLE IRA, Profit Sharing and 401K plans. Rollover and
transfer services available for individuals separating from
employer sponsored plans.
Katie assists baby boomers and
others entering retirement with social security planning, pension
and 401K planning and income options along with senior health care
education including Medicare and Medicaid. Younger families
will find her versed in college education and private tuition
planning. In addition, as an accredited claims agent by the
Veterans Administration, Katie provides counsel and assistance to
veterans, their families and/or their surviving spouses on benefit
consultations are always free of charge.
- Progressive Asset
- Securities America
- Member, First Affirmative
Financial Network (Nationwide Network of SRI Advisors)
Education and Experience
Katie graduated Summa Cum Laude/Phi Beta Kappa from Bucknell
University, Lewisburg, PA with a B.A. in Sociology/Legal Studies.
She is also a graduate of the Pennsylvania College of
Technology - a Penn State affiliate school - with an A.A.S.
in Engineering Technology.
She currently holds the
following Securities Industry designations: Series 6, 7, 63, 65, 51
and 24. CRD #3012487; Life, Accident, Viatical and Health
Insurance/Variable/Fixed Annuities. PA License #342410.
She is a Claims Agent
accredited by the United States Veterans Administration.
Designated as a "trendsetter not a trend chaser" in the
November 2011 edition of the Lehigh Valley Natural Awakenings
magazine, Katie began her financial services career in January
1998. She blends her timeless commitment to fair governance,
environmental integrity and corporate responsibility with her
investment profession through active listening to her clients'
values and collaboration on suitable social and sustainable/impact
investment selections as well as shareholder activism with a focus
toward enfolding the results into a suitable investment portfolio.
A former two term elected
official and appointed representative for the Lewisburg Borough
Council, Lewisburg School Board and Lewisburg Area Recreation
Authority, she has an extensive record as a community
volunteer/activist and recently served as an officer for the
Capital Area Greenbelt Association in the position of Secretary.
Katie resides in Harrisburg,
PA with her spouse Eric, and enjoys travel, reading and hiking with
their two Yellow Labrador Retrievers, Molly and Duke.
Securities offered through
Securities America, Inc. Member FINRA/SIPC, Advisory Services
offered through Securities America Advisors, Inc. and Arbor Point
Advisors. Progressive Asset Management, Securities America
and Arbor Point Advisors are separate entities.
FINRA Broker Check:
Check out the background of this investment professional by clicking
information, please visit the FINRA and SIPC websites.
Catherine Scheib subscribes to
a package of professional services offered by First Affirmative
Financial Network, LLC. She is not an investment advisor
representative of First Affirmative Financial Network.
Affirmative is not an affiliate or subsidiary of Progressive Asset
Management or Securities America.
First Affirmative Financial
Network is an independent Registered Investment Advisor (SEC File