Katie Perry
More than twenty-five years ago, when Katie Perry was looking to move from a part-time to a full-time job while raising her young children, she didn’t yet know what a financial services firm was. She landed a position with A.G. Edwards, working with Peter Hafner and several other financial professionals in an administrative role—and she quickly immersed herself in learning the business.
In 2006, Katie embraced learning all aspects of running a business when she joined Peter as his sole employee when he opened the Hafner Financial Group. Not only did she play a critical role in getting the firm off the ground, but she has also been instrumental in its growth and evolution over the years. Katie earned her Series 7 and 63 licenses to support clients through securities trading, and today she oversees key operational functions that are essential to the firm's success. From regulatory compliance to back-office systems and team coordination, Katie’s leadership ensures the firm runs smoothly and continues to thrive in a constantly changing industry.
Katie is very proud of her two grown children and now resides with her husband Gordon and their two rescue dogs. She enjoys hiking and camping in the NY State Parks. Small children are still part of her world as well, as she is also a proud grandma to her grandson Harlon and granddaughter Hazel.
