Katie Crawford

ABOUT US

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CO-FOUNDER & Chief Operating Officer

E: Katie@Unique-Planning.com
P: 888-593-7526 ext. 105

Katie brings a wealth of experience to the Unique Planning team with 17 years in the Title and Escrow industry. She left her last position on a high note after qualifying as one of the top Escrow officers in Santa Clara county for multiple years.

Katie joined forces with Paul in 2018 to realize their dream of independent business ownership. This also allows for more dedicated time to their growing family. As the Chief Operating Officer of Unique Planning, Katie’s role is crucial in helping to support Paul by keeping the office running smoothly and overseeing the administrative support. Her upbeat cheerful and diligent work ethic makes her a joy to work with.

Katie has a zeal for creating and loves to jump into a project that involves crafts, sewing, woodworking, etc. When she is not involved in a project, Katie also shares the joy of the outdoors with her family. At the top of the list, Katie is enjoying her latest adventure as a Mommy to son, James.

Meet Paul Crawford

Meet Sarah Woehrman

Meet Michelle Maselli

Disclaimer

Paul Crawford is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.

Sarah Woehrman is a Registered Representative with, and Securities offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network a registered investment advisor. MIAN does not provide legal or tax advice. Mariner Independent Advisor Network and Unique Planning are separate entities from LPL Financial

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Paul Crawford Dislcosure Packet: MIAN Form CRS, LPL Form CRS, ADV Part 2A & 2B, MIAN Privacy Policy

Sarah Woehrman Disclosure Packet: MIAN Form CRS, LPL Form CRS, ADV Part 2A & 2B, MIAN Privacy Policy