Katherine Haggis, CPFA®, NQPC™

Katherine rejoined PensionmarkMeridien in March 2023, returning from a 13-year tenure as a producer in the Voluntary Benefits & Health Insurance industries, where she developed broker relationships across both Public and Private sectors. Her licensed professional career began in 2007 in the financial services industry with a focus on wealth accumulation and preservation for high-net-worth clients.

Katherine graduated cum laude with her bachelor’s degree in finance/legal studies from Bryant University. She maintains her Certified Plan Fiduciary Advisor (CPFA) and Nonqualified Plan Advisor (NQPA) designations. She is currently studying to obtain her series 7 and 66 registrations.

In her spare time, Katherine enjoys hiking/snowshoeing in the White Mountains with her Husband, enjoying summers at the beach and playing the flute.