WATERVILLE — Katie Brann, a certified financial planner, has recently been named a partner at Golden Pond Wealth Management. She has been with the firm since 2019 and has worked as a financial advisor for over five years.
“Katie’s role in the company has grown well beyond just that of a talented and compassionate financial advisor … she has become a visionary leader in all client service initiatives and the growth and succession plans of the firm,” said managing partner Brian Bernatchez, CFP, in a news release from the firm.
Brann is a graduate of Boston University and has been a CFP since 2021. She was named Emerging Leader of the Year by Central Maine Growth Council in 2021 and named to the NextUp 40 Under 40 list in 2022 by MaineBiz Magazine.
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