Katherine Goldsmith, JD, Clu®, Ch Fc®, Ch Snc®
About Katherine Goldsmith, JD, Clu®, Ch Fc®, Ch Snc®
Katherine Goldsmith, JD, Clu®, Ch Fc®, Ch Snc®, serves as the Assistant Vice President of Advanced Markets at Western & Southern Financial Group, where she specializes in complex financial planning solutions. With a background in law and extensive experience in financial services, she holds multiple professional designations and has worked in various roles within the industry since 1996.
Work at Western & Southern Financial Group
Katherine Goldsmith currently serves as the Assistant Vice President of Advanced Markets at Western & Southern Financial Group. She has held this position since 2016, contributing to the development of advanced market strategies and complex financial planning solutions. Prior to her current role, she worked as an Advanced Markets Consultant within the same organization from 2016 to 2021. Her experience in this area emphasizes her commitment to providing innovative financial strategies.
Previous Experience at Ohio National Financial Services
Katherine Goldsmith worked at Ohio National Financial Services for a total of 16 years, from 2000 to 2016. She began her tenure as a Senior Attorney, where she practiced for five years before transitioning to the role of Assistant Counsel, which she held for 11 years. Her extensive experience in the legal and financial sectors during this period has equipped her with a strong foundation in financial services.
Education and Expertise
Katherine Goldsmith earned her Juris Doctor (JD) degree from The Ohio State University Moritz College of Law, studying from 1993 to 1996. She graduated with honors. Additionally, she holds a Bachelor of Arts in Political Science and Criminal Justice, which she completed magna cum laude at The Ohio State University from 1989 to 1993. Katherine also pursued further education at The American College of Financial Services, obtaining the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, as well as the Chartered Special Needs Consultant (ChSNC) designation.
Legal and Financial Career Background
Before her roles at Ohio National Financial Services, Katherine Goldsmith worked as a Litigation Associate at Taft Stettinius & Hollister LLP from 1996 to 2000. This four-year experience in litigation provided her with valuable insights into the legal aspects of financial services. Her diverse background in both law and finance enhances her ability to navigate complex financial planning and insurance matters.
Expertise in Financial Planning and Advertising
Katherine Goldsmith possesses expertise in advertising, which complements her roles in insurance, securities, and tax. Her knowledge in these areas allows her to develop comprehensive financial strategies that address various client needs. This multifaceted approach to financial planning demonstrates her capability to provide tailored solutions for individuals and families.