Kathrina Mead

Kathrina (Kat) Mead is a Nelson Nash Institute Authorized IBC Practitioner with 21 years of service in the United States Marine Corps. From enlisted Marine to officer, Kat’s extensive military career shaped her understanding of leadership, resource management, and long-term planning—skills she now applies to help veterans, retirees, and active-duty service members achieve financial independence.

Kat specializes in using the Infinite Banking Concept (IBC) to help clients strategically enhance their financial planning. By leveraging whole life insurance to accumulate and preserve wealth, Kat empowers individuals to take control of their finances, reduce reliance on traditional lenders, and build lasting legacies. Her disciplined, education-first approach ensures clients fully understand how to implement IBC as a powerful financial tool within their broader financial strategy.

Currently pursuing a Master of Science in Taxation (MST) from Bentley University, Kat brings a unique perspective to financial planning. She understands how tax-efficient strategies go hand-in-hand with IBC, allowing her clients to maximize their wealth-building potential while minimizing tax liabilities. Her expertise bridges the gap between financial literacy, tax planning, and long-term wealth accumulation.

Although Kat serves clients from all backgrounds, her proximity to Marine Corps Base Quantico and her deep connection to the military community give her special insight into the unique financial challenges faced by service members. Her mission is to empower individuals and families—especially those who have served—to achieve financial security and control over their financial futures through sound strategies rooted in IBC principles.

Kat’s unwavering commitment to education, integrity, and service makes her a trusted resource for anyone seeking to improve their financial trajectory.