Katie Collins, CFP
Katie Collins, CFP®, is a practice integration advisor with Buckingham Strategic Wealth who works directly with clients to develop personalized financial plans. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor. Her objective is to provide clarity for clients as they navigate through their careers in dentistry and manage small businesses.
In 2010, Katie earned the CERTIFIED FINANCIAL PLANNER™ professional designation. She also holds a Series 65 securities license, and a bachelor’s degree in accounting from the State University of New York at Geneseo.
Eric Ousley, CFP
Eric Ousley, CFP®, CRPS®, is a wealth advisor with Buckingham Strategic Wealth. He specializes in providing comprehensive wealth management and investment planning solutions to ensure clients are on track to reach their goals. His duties include implementing and monitoring tax-efficient investment strategies, planning for education and retirement, estate planning and philanthropic giving. He has found that collaboration is a major part of putting together and then monitoring any financial plan.
Eric has been awarded the CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plans SpecialistSM designations. He earned a bachelor’s degree in business administration from Manchester University.