About The Team

Financial Equilibrium Insurance Services is proud to offer a highly skilled support team.

Kathleen Shortt, Executive Assistant

Dixie McDonald, Administrative Assistant (Investments)

Annette Verrier, Administrative Assistant (Insurance)

Marilyn Johnson, Receptionist & Administrative Assistant

Our team is dedicated to providing exceptional service to ensure all actions done on behalf of our clients are completed accurately and in a timely manner. Together with Marty Katz, each prides themselves on putting the needs of our clients first.

Please don’t hesitate to contact our office should you have a request or require any assistance. Our knowledgeable and friendly team is always here to help.