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Photo of Kathy L. White, FPQP™, CRPC®

Kathy L. White, FPQP™, CRPC®

Associate Financial Strategist

An associate financial strategist, Kathy works with 401(k) plans and wealth management clients for the Wheeling, Pittsburgh and Gaithersburg offices. She is also responsible for firm-wide training and onboarding of new employees.

Licensing and Education

  • Series 65
  • Chartered Retirement Planning Counselor (CRPC®)
  • Financial Paraplanner Qualified Professional (FPQP™)

Community Involvement

Kathy serves on the board of the Northern Panhandle Home Consortium and is also the Christian Education Chair at New Manchester Christian Church.

Kathy’s Articles
Unintended Consequences Banner

Beneficiary of Unintended Consequences

Here we discuss the need for up-to-date beneficiary designations. As a fiduciary best practice, we encourage beneficiary designations to be captured electronically. Learn more.

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Retirement Plan Sponsor's Fiduciary Obligations 101

Learn about the fiduciary obligations of today's retirement plan sponsors.

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Why It's Never Too Early to Start Your Retirement Saving

Is it ever TOO early to start saving for one’s retirement? The answer to that retirement planning question is a resounding “NO” and here's why.

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Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

Reach out for a consultation.
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