I’m dedicated to helping people align their wealth with their values so they can make confident, purpose-driven financial decisions. I build long-term relationships with my clients and guide them through a personalized process that connects their goals, values, and resources to create lasting impact.
Beyond my professional work, I serve as an Ambassador for Second Chance Global, an organization committed to breaking cycles of poverty and creating sustainable change. I’m passionate about supporting their mission by building relationships with local leaders and empowering communities to thrive.
Katie and her husband, Jason, have three children — Aaron, Elisabeth, and Daniel — and three pets named Luke, Leia, and Solo. When she’s not working with clients, Katie enjoys spending time with her family, cheering on her kids as they excel in their activities, playing board games with friends, and taking family cruises or Disney World vacations.
Her blend of financial expertise, authenticity, and genuine care makes Katie a trusted partner in helping clients achieve their financial goals with confidence and clarity.
CliftonStrengths: Belief | Developer | Relator | Responsibility | Includer — qualities that shape how I serve others with empathy, commitment, and integrity.