Katherine Herman recently joined LPL Financial as a Client Experience Coordinator, working alongside Adam Marone. A lifelong resident of Media, Pennsylvania and graduate of Penncrest High School, she returned home after four years in Knoxville, Tennessee, where she earned a Bachelor of Science in Marketing with a collateral in Entrepreneurship from the University of Tennessee.
Katherine was first introduced to wealth management through an internship with LPL Financial during the summer of 2024. During her internship, she gained valuable exposure to client service, advisor support, and the day-to-day operations that help deliver a personalized financial planning experience. Her positive experience with the team ultimately led her back to LPL Financial in a full-time capacity.
In her role, Katherine supports both client service and advisory functions by assisting with account openings and maintenance, responding to client inquiries, supporting marketing initiatives and client events, and helping streamline internal processes to create an exceptional client experience. She enjoys building meaningful relationships, staying organized, and finding ways to improve efficiency while helping clients feel supported throughout every stage of their financial journey.
Outside of work, Katherine enjoys teaching Pure Barre classes, staying active, spending time with family and friends, and cheering on Tennessee/Philadelphia athletics.