Professional Focus and Services:

Catherine “Katie” Scheib is an independent financial consultant and securities principal offering financial, advisory and retirement plan services to individuals, small businesses and non-profit/not-for-profit organizations and institutions and is also a licensed life, annuity, accident and health insurance agent in the state of Pennsylvania.

Katie guides her clients through a myriad of investment options using fee-managed investment programs, hourly financial planning, portfolio and retirement account review, stock and bond trading and direct mutual fund sales.

She assists baby boomers and others entering retirement with social security, pension and 401K planning along with preparing lifetime income distribution plans. Younger investors and families find her versed in “getting started” platforms, college education and private tuition planning.

Initial introductory consultations are always free of charge with no account minimums required.

Professional Affiliations:

• Progressive Asset Management
• Securities America
• First Affirmative Financial Network

Education and Experience:

Katie graduated Summa Cum Laude/Phi Beta Kappa from Bucknell University, Lewisburg, PA with a B.A. in Sociology. She is also a honors 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, and Health Insurance/Variable/Fixed Annuities. PA License #342410.

Community Involvement:

Designed 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 and immediately embraced the SRI investing community. She blends her timeless commitment to fair governance, environmental integrity and corporate responsibility with her investment profession assisting clients’ transform their values into suitable social and sustainable/impact investment selections and shareholder activism.

A former elected official and appointed representative for the Lewisburg Borough Council, School Board and Area Recreation Authority, she has an extensive record as a community volunteer/activist, served as an officer for the Capital Area Greenbelt Association and currently sits on the Greenway Committee of her local township.

Katie resides in Harrisburg, PA with her spouse, Eric, and enjoys area hikes with their Labrador Retrievers, Duke and Tiva.

Disclaimer:

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 here.

For additional 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.  First 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 #801-56587).