Employee Benefits Consultant
National Penn (Caruso Benefits Group,
division of National Penn Insurance)
Financial Advisors, LLC(A registered investment advisory firm and subsidiary of RKL)
Katie has more than seven years of insurance and investments experience. Katie identifies with the variety of issues that may arise in a family business from personal experience. Prior to joining National Penn, she worked as an estate and individual tax analyst at her mother’s CPA firm, Meg Holland & Associates. This experience prepared her to be able to provide exemplary service to employers and be a ‘working partner’ with her clients. In her role, she is responsible for business development and client relationship management in Eastern Pa.
Upcoming FBA Events