“We work together to ensure our clients success and happiness.”
As a team, Katrina, Ryleigh and Kayla are dedicated to helping their clients develop a financial road map to achieve their financial goals. Whether it be questions about investing, insurance or estate planning, Katrina and her team are there to help.
Katrina Smith is a Certified Financial Planner & a Senior Vice President at Sage Rutty & Co. Prior to joining Sage Rutty in 2001, she spent 18 years starting her career at E.F. Hutton.
For Katrina, everything stems “from the heart,” and therefore, her focus has always been on building trusting relationships with each of her clients and their families. She understands that no two clients are alike, which is why she is committed to understanding the specific circumstances of everyone she advises. Establishing goals, developing tailored strategies and recommending solutions are all components of Katrina’s wealth management practice.
Katrina engages with her clients on a continuous basis to review their progress towards their goals and objectives, along with addressing any changes along the way in the client’s life.
Katrina truly enjoys helping her clients comprehend and organize their financial lives. Her bold character, honesty, and willingness to listen is what keeps her clients coming back, making her one of Sage Rutty's most successful advisors.
When she is not at work or enjoying her home on Conesus Lake with her four dogs, she can be seen out traveling or golfing.
Kayla Joined Sage Rutty and the Katrina Smith team as a Financial Services Associate in 2020. She works with clients to schedule appointments and other client requests.
Kayla graduated from SUNY Cortland in January of 2018 with a BA in Political Science with a concentration in Law and Justice, and minored in Psychology as well.
She is originally from West Irondequoit but now resides in the Neighborhood of the Arts in Downtown Rochester with her dogs.