Katie Jamil

Katie Jamil, CFP®, AIF®, CPFA, currently works as Consolidated Retire at Consolidated Planning, Inc. Previously, Katie was the Director of Cornerstone Retire at Cornerstone Wealth and an Investment Advisor Representative at First Financial Resources. Prior to that, Katie was an Executive Assistant and Assistant Office Manager at Vining Sparks, IBG. Katie holds a Bachelor of Science in Business Management - Finance and Accounting from North Carolina State University and completed the Certified Financial Planner Program at Queens University of Charlotte.