arial view of uptown kingston
 

Our Team

 

Nourish WM offers a competent, compassionate and conscious steward for your wealth. 

Katie wilson

Katie Wilson

Wealth Advisor, Managing Principal

 

Katie partners with clients to help them understand what’s possible—she encourages a lifestyle that’s both fiscally responsible and aligned with one’s personal values, while simultaneously providing guidance to achieve long term goals. In an ever-changing and complex industry, Katie serves as an advocate for her clients and manages dollars for a more sustainable and just world. A Magna Cum Laude graduate of Thomas College, Katie earned a B.S./MBA in Finance and began her lifelong career in financial planning and investment advisory work as an intern during her graduate program. With an entrepreneurial and curious spirit, she is fascinated by culture and sociology, personal development, and behavioral finance. Outside of the office, you can find Katie prioritizing wellness, fitness and the outdoors, and stepping into the worlds of her two daughters, Adeline & Tenley. Together they explore the unique towns of the Hudson Valley and the Northeast—favorite spots include the Northeast Kingdom of VT, the Catskill 3500 peaks, and the coasts of Rhode Island and Boothbay Harbor, Maine. Favorite activities include field frolicking, hiking, a forgiving bedtime, live music, farmers markets and meals shared with loved ones. In addition, Katie advocates for children with disabilities, domestic violence awareness, the Hudson River, sustainable business, and good coffee!

  • FINRA Series 7 & 63. NYS Life
  • Accident & Health Insurance Licenses
  • Candidate for the rigorous CFP® certification
  • Member of Hudson Valley Estate Planning Council, NYS Sustainable Business Council, Women in Pensions Network, Ellevate Network—Hudson Valley Chapter, Hudson Valley Women In Business.  Ambassador to Riverkeeper. Member and Supporter of Working for Women.

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Andrew Falaguerra

Administration Specialist

 

As Administration Specialist, Andrew works closely with Katie on a variety of tasks to preserve Nourish Wealth Management’s commitment to a deep, considerate and thorough planning relationship. From operations and service-related inquiries, to assisting with onboarding new clients, preparing and submitting documents for clients and initiating and monitoring other services activities for Katie. Prior to joining Nourish WM, Andrew was a manager at Thorpe’s Wines and Spirits. He earned his bachelor’s degree in economics from Emmanuel College. Outside of work, Andrew enjoys knitting, going to concerts, and playing video games and board games.