My Background

Looking at my background, I realize how blessed I am to have been led toward a career where I can help others around me.  Family is a big part of my life and as such, is where my journey begins.  I recall moments in my grandmother's kitchen as she would bake cookies while preaching financial wellness.  I joke that I knew what an IRA was before I even made it to High School.  Her home on Topwood Court will forever remain a warm memory and is the basis of my company's name.

I enlisted in the US Navy and quickly found myself with two tours under my belt.  The desire to help others led to my entry into the police department.  As an officer with St. Louis County, Mo, and then Baltimore City, Md, I was able to help my communities by serving and protecting.

Life and family had other plans and in 2017, I switched careers to insurance and finance.  Building on the foundation my grandmother provided, I was able to continue to help others, but this time with their insurance, retirement, and investment needs,

Aside from this personal commitment, you'll find my professional qualifications an asset to help you reach your financial goals. I am a graduate of St. Joseph's University of Maine, My attention to personal service has helped me qualify in 2022 for the Million Dollar Round Table—a global association of the Premier Association of Financial Professionals, recognized as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

Staff Background

Liz Oliveros

Administrative Assistant, Topwood Financial, LLC. – Part Time

I offer administrative support to Katie Devries, Owner of Topwood Financial, LLC. I support her business efforts through client customer service, scheduling, record retention and marketing.

I began working for Katie Devries in June 2019 as her need for client service work increased with her book of business.  My past employment background includes maintaining a book of business in the mid-Atlantic for a local insurance brokerage company which allowed me to better understand the needs of Topwood Financial, LLC’s clientele. I truly enjoy the flexibility of my position and aiding clients with their life, retirement and long term care  insurance service needs.