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Photo of Kathy L. White, FPQP™, CRPC®

Kathy L. White, FPQP™, CRPC®

Retirement Plan Specialist

A Retirement Plan Specialist, Kathy supports the continued development and improvement of McKinley Carter’s Retirement Plan Services (RPS) service line by providing efficient coordination and exceptional client care. In addition, she serves as a leader among the firm’s RPS Coordinators, establishing best practices and processes, and helping team members build competency in their role. Additionally, Kathy serves as the Transition Manager for all new retirement plans that are managed by the firm.

In her role as a member of McKinley Carter's internal Solution With Active Training (SWAT) committee, Kathy is also responsible for firm-wide training and onboarding of new MCWS 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.