Katherine Lust is a Financial Advisor and has been a member of the Baird team since 2022. She began her career with Hefren-Tillotson in 2016. She specializes in financial planning for individuals, families, and businesses offering them comprehensive wealth management and retirement strategies tailored to their specific needs.
Kate enjoys working closely with every client to provide them with expert financial advice and meticulous client service.
During the beginning of her career, she worked on over 700 financial plans and enjoys finding the uniqueness of each different client’s financial plan. Kate joined The Mancino-Utz group in the end of 2020. She is a CFP® professional since April of 2019. Kate is also a member of the Pittsburgh Chapter of the Financial Planning Association (FPA).
Kate graduated from the University of Pittsburgh at Johnstown with a Bachelor of Arts in Economics. She volunteers with Rebuilding Together Pittsburgh, Junior Achievement and the United Way. She currently resides in the North Hills with her husband, Michael.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.