Katherine Gray

Director of Operations

With more than 30 years of experience in office management and administration, as well as a strong background in accounting and bookkeeping, Katherine is responsible for office operations, including the monitoring of all client accounts, the implementation and upkeep of our client database software, management of financial resources, and coordination of special projects.

She is also responsible for the administration of Hartmann Advisors' proprietary Tactical Retirement Plan, including the design and production of the annual client progress report process.

Katherine’s passion outside of HFA is to share sound financial principals based on the Bible and establish a network to connect resources and users.