Katrina Hermanson is an administrative associate at the firm. She supports new account openings, account transfers, money transfers, and helps with client logins.
Katrina started in the Financial Industry in 2017. Before joining Twin Peaks Wealth Advisors, she worked at another Broker Dealer as a virtual admin. She has also worked in the hospitality industry as a Guest Services Agent at Benchmark Hospitality at Deloitte University in Westlake, TX. She learned the art of effective communication and providing superior customer service during her time there.
Katrina is originally from Fort Worth, TX and still lives in Texas with her husband and daughter. Katrina enjoys canvas painting, traveling and sightseeing.