Your WP Team

Kathryn Zurcher | Director of Client Services

Phone: 860-216-0949

Kathryn began her career in financial services in the Fall of 2014 at Private Capital Group, where she spent four years as a Client Service Associate. She worked closely with clients, ensuring that they received superior client service, and she truly enjoyed building long-lasting relationships. In 2019, Kathryn worked as a paralegal at an estate and business planning law firm, where she was able to build on her knowledge of trusts and financial planning.

Kathryn joined WP Financial, LLC, in October of 2020 and is pleased to be a part of the WP Financial team. She is thrilled to be reunited with current clients and looks forward to welcoming new clients.