Reinventing Retirement Benefit Consulting, Realizing Results

Katrina C. Boucher

Participant Communication Specialist

Katrina Boucher joined Strategic Retirement Group in 2010 and is as an Account Executive-Participant Communication Specialist in SRG’s healthcare practice group serving clients in the Central Pennsylvania area.  Katrina has worked in the financial services industry since 2003, helping individuals set goals and plan for retirement.  Prior to joining SRG, Katrina was a Financial Advisor with Morgan Stanley Smith Barney in Gettysburg, PA.  Katrina received her BA degree in Finance from James Madison University in Harrisonburg, VA in 2003 and holds FINRA Series 7 and 66 registrations through Triad Advisors, and is licensed for life and health insurance.  She also received a Financial Planning Associate designation in 2009. Katrina is a client services associate with and, securities and Retirement Plan Consulting Program advisory services offered through Triad Advisors, a Registered Investment Advisor, member FINRA/SIPC.