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 sales.
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 programs.
Initial introductory consultations are always free of charge.
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.
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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).