Katherine Coolures joined Waverly Advisors in September 2025 and serves as Retirement Plan Manager following the acquisition of Pacific Portfolio Consulting, LLC. Katherine joined the firm through its acquisition of Pacific Portfolio Consulting, LLC. With over 30 years of experience in the financial services industry, Katherine has dedicated her career to supporting both personal and corporate retirement plans. Her expertise includes plan administration, compliance, operations, and financial analysis.
She believes that exceptional client service and strong relationships are the foundation of successful retirement planning.
Outside of work, Katherine enjoys spending time in nature, traveling, and connecting with family and friends.