Katrena is an Investment Advisor at Maridea Wealth Management with over 30 years of experience in the financial services industry. She specializes in retirement planning, personal financial planning, and investment management. Katrena has previously worked with VitalStone Financial, LLC, TIAA, and Union Bank Investment Services. She is passionate about helping women, families, and business owners create comprehensive wealth-building and protection strategies.

Katrena holds a Bachelor of Science in Economics from The University of Texas at Austin and is licensed with Series 65, Series 7, and Life Insurance licenses. Katrena is committed to delivering customized, data-driven financial strategies to help her clients achieve long-term financial security.