Katerina has served customers and clients of Bluestone Bank for 23 years. She performed a variety of retail banking functions before becoming the Office Manager of the Financial Planning operation in 2012. She now serves as a Registered Representative of Osaic Institutions, Inc., Katerina works collaboratively with clients to help work towards achieving their investment goals and financial success.

Katerina is based in our downtown Mansfield office where she regularly meets clients at their convenience. She holds Series 7 and 66 registrations and a Bachelor’s degree in Accounting from Bridgewater State University. Katerina lives in Bridgewater and enjoys outdoor activities and traveling. 

In concert with her certifications from Series 7 and 66 exams and becoming a Registered Representative of Osaic Institutions, Inc., Katerina has begun using her legal name, Katerina Lubonja.