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Kathryn Hallam, CFP®


Kathryn Hallam works in the financial services industry in Dallas, Texas. Kathryn works with clients on a daily basis to advise them on all of their financial planning needs. She assists clients with retirement income planning, investments, college planning, mortgages, insurance needs, long term care solutions, as well as social security and Medicare planning. Katy also teaches continuing education seminars for attorneys and CPAs.


Katy received her Bachelor’s Degree in Marketing from Oklahoma State University.  She obtained her CFP® certification after fulfilling the education requirement through Boston University. Katy attended the Wharton School of Business at The University of Pennsylvania to meet the education requirement to sit for the CIMA certification exam. Katy is currently working on her Executive MBA through Baylor University.