FINANCIAL INDEPENDENCE

ADVANCING

TO YOUR SUCCESS

COMMITTED

STRENGTH & STABILITY

COMPREHENSIVE PLANNING

FOR EVERY GENERATION

Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ABOUT US

Phone Number

(909) 584-4500

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About Me

Katy Ehlers is a Certified Wealth Strategist® who brings 19 years of financial services experience to her role as Senior Vice President, Financial Advisor at HilltopSecurities. Katy has built her advisory business from a foundation in fixed income sales and trading, which has aided in her comprehensive knowledge of the markets and allows her to provide clients with investment strategies. Her passion for financial services stems from her family, as she is a third generation financial professional.

Prior to joining HilltopSecurities, she spent eight years at D.A. Davidson Companies where she served as a financial advisor. In addition, she has held positions at Crowell, Weedon & Co., Stone & Youngberg, and The Seidler Companies. During her time at D.A. Davidson, Katy served on the committee for the Women’s Financial Advisory Network, including a tenure as co-chair from 2020-2022. The group is dedicated to elevating personal and professional growth by sharing ideas, success stories, and leveraging industry resources to encourage and support women in the business.

When Katy is not assisting clients, you can find her spending time with her husband, Kris, and daughter, Elle. She is an avid photographer who enjoys snowboarding, mountain biking, scuba diving, and traveling abroad at any given opportunity.

ADVANCING YOUR

Financial Pursuits

Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.

  1. Discover your goals, roadblocks, and other considerations.
  2. Analyze your current financials to identify strengths, weakness, and opportunities.
  3. Advise you on a tailored plan that pinpoints your financial needs and goals.
  4. Implement your financial plan and investment strategy.
  5. Monitor your plan and portfolio and adjust as necessary.

SEE OUR SERVICES