Katie is a CERTIFIED FINANCIAL PLANNER™ practitioner who helps individuals and business owners discover what financial independence means for them. She wants to live in a world where people do what they love for a living and are able to give back to the community in a meaningful way.
Katie has been in the industry for almost 15 years in both a large corporate setting and boutique advising firm. She has helped young professionals begin their financial plan, guided seasoned investors through retirement, and advised women undergoing major transitions in their life. Her education includes an MBA in Finance from the University of North Texas, and a BBA in Finance from Texas Christian University. She also holds a series 7 and 63 securities license, life, accident, and health insurance licenses and the CFP® designation.
Katie and her husband, Justin, are members of Highridge Church and reside in Aledo, Texas with their three children.