Katie Barrett, AIF^®

Katie is an Accredited Investment Fiduciary (AIF^®) and a graduate of Pennsylvania State University, where she earned a dual major in Economics and Spanish. She is a FINRA-registered representative and currently holds Series 7, 63, and 66 securities registrations. Katie is licensed to offer a wide range of financial products, including stocks, bonds, mutual funds, annuities, and Life and Health insurance.  She joined the team in April 2021 and has never looked back. Katie values Lincoln Investment’s strong focus on retirement planning and takes pride in helping clients pursue their long-term financial goals with clarity and confidence.

Katie splits her time between Landenberg, PA, and Medford, NJ — enjoying what she calls “the best of both worlds.” Outside of work, she loves to travel, practice yoga, cheer on Philadelphia sports teams, and spend quality time with family and friends.