Katrina Hayes, a Certified Financial Planner™, is one of the founding advisors of TCA Financial Group in 2005. Katrina works with our clients to develop sound, strategic financial plans to meet their financial needs and objectives. Her primary responsibility is managing the risk of a client’s portfolio. This process enables our clients to achieve and maintain financial dignity and independence throughout their entire lives.
Growing up in a small family owned business, Katrina understands the needs and challenges of the entrepreneur. Her insight provides solutions to business owners. Her belief is that the client’s interest is the only interest that matters.
An alumnus of UNC Charlotte, Katrina graduated with a Bachelor of Arts in business and a minor in economics. She lives with her husband Frank in Charlotte, NC. Along with their grown daughter, Heather, they enjoy Panther football and a passion for wine. Katrina Hayes’ security qualifications and licenses include: Certified Financial Planner™, Certified Investment Management Analyst™, Series 7, 66, 9,10 and 31, Life, Health, Annuity and Long Term Care.