Katy Chase, MBA, CFP®


Katy Chase joined the Lighthouse Wealth Management team as of January 2013. She completed her Master’s of Business Administration with a concentration in business analytics from Simmons College in Boston, MA. Prior to pursuing her advanced degree, Katy pursued her passion of community involvement by dedicating one year of service with the Government-run AmeriCorps Program. Through this volunteer program, she worked for a small non-profit organization specializing in volunteer management. Katy also spent a summer with a large mutual fund company, working on internal process and customer service improvement. During this summer experience, Katy uncovered her strong interest in the financial services industry and is thrilled to continue to pursue opportunities in this industry with Lighthouse Wealth Management.

Katy is looking forward to contributing to the team and bringing a sense of humor and energy. She is new to the Maryland area, originally from Upstate New York, and is enjoying the more moderate weather in her new town of Frederick. She was recently married and looks forward to settling into married life with her husband Tom, and exploring the Maryland, DC, and Virginia area.