Director of Operations
Judy has over 35 years of experience in financial services, primarily with the same team in Seattle, and she holds FINRA Series 7, 63, and 66 securities registrations with LPL. At Katahdin, Judy provides input on every project, from trading to tax reporting to serving clients directly.
As existing clients know, Judy values the personal connections she builds with clients above all else. Being of service at the office and in her community gives her deep satisfaction. She also appreciates that her work at Katahdin keeps her in the know about current events and offers different experiences every day.
A proud native of Michigan, Judy now makes her home in Bend, Oregon. When not mountain biking, you can find her in her garden or hiking and traveling. She especially enjoys spending time with her two adult daughters.