Katherine Bass
Advisor
Katherine joined Lindeman Financial Group in 2024 and is an advisor with the Atlanta team. She handles bookkeeping, budgeting, forecasting, expense management and cash flow analysis for her clients. Prior to joining Lindeman Financial Group, Katherine worked at various financial institutions, most recently Truist Securities, underwriting new credit and managing financial needs for corporate clients in several industry verticals, including consumer, industrials and healthcare services. She has held Series 7, Series 66 and Series 24 certifications.
Katherine is a graduate of the Terry College of Business at the University of Georgia where she earned a degree in business administration in finance. She also earned a Master of Business Administration from Columbia University. In her free time, Katherine enjoys traveling, reading, exercising, gardening and volunteering, especially at the Atlanta Botanical Garden and The Piedmont Atlanta Auxiliary. She resides in Buckhead.
