Meet Katherine

Hello!

My name is Katherine Francis, the Client Relations Specialist.

I studied Dance Education at Wayne State University, leading me to teach swing dance lessons, and eventually worked at the Arthur Murray teaching all genres of ballroom dance.

Beyond the studio, I've worked in Automotive, Logistics, Marketing, Management and Bartending. In all of the roles, I have been the face of business directly working with our customers and clients.

I started with Sneller Financial Services in February of 2024 as our Client Relations Specialist, and I have been excited about this new challenge of working in Finance.

Being a part of this amazing team while being able to help people is a beautiful thing!

Outside of work, I enjoy spending time with my husband, family, friends, and our crazy fur baby cat, Cooper Boy. I love to cook with my husband, trying new restaurants,  gardening, and I absolutely love Interior Design.

Occasionally,  you'll still catch me on the dance floor with my husband showing off our moves.

Disclosure: 

Investment Advisory Services offered through Brookstone Wealth Advisors, Inc. (BWA) a Registered Investment Advisor. Sneller Financial Services, LLC. (SFS, LLC.) and BWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that SFS, LLC. and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BWA.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

Call Now Button