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Katherine Liola is the founder and CEO of Concentric Private Wealth. Prior to Concentric, Katherine was a senior vice president at Armstrong Fleming and Moore from April 2012 to October 2012. Before that, they were an advanced financial advisor at Ameriprise Financial Services, Inc. from September 2001 to April 2012.

Some direct reports include Peter Daniels - Client Advisor, Beca Sanderson - Director of Operations, and Rick Marx - Client Advisor.