Professional Background of Katherine Fonville
Katherine Fonville is a fee-only financial planner and is the Vice-President of Covenant Wealth Advisors. She has over 13 years of experience providing retirement income planning, investment management, and financial planning advice to individuals and families age 50 plus.
Katherine founded Fonville Wealth Management in 2010 and changed the name to Covenant Wealth Advisors in 2018.
Prior to founding the firm, she worked at Wachovia Securities/Wells Fargo and was responsible for training the firm’s financial advisors on financial planning and retirement planning best practices. She has also consulted high-net-worth families at Bank of America’s Private Client Group.
Katherine is a member of the Central Virginia Financial Planning Association and has been published in Financial Advisor IQ.
She is driven by building deep relationships with her clients so she can better understand how to help them achieve their long term financial goals and enjoy a wonderful life.
Katherine is a Virginia native. She grew up in Scottsville, VA and graduated from James Madison University with a BBA in Marketing.
In her spare time, she enjoys exercising with a focus on spin, boating near the Chesapeake bay, and spending time with her husband, Mark, and three children. Katherine is an active member of St. Mary's Episcopal church in Richmond, Va.