Investment Adviser Representative
Facts about Katie
Q. Favorite food?
A. Hamburger and fries.
Q. Favorite app?
A. Insight Timer.
Q. What did you want to be when you grew up?
A. Clothing store owner that catered to tall women.
Q. Last belly laugh?
A. The outfit my daughter chose for school this morning.
Since entering the financial services industry in 2007, Katie has been serving the medical community. As a specialist within this market, she assists a number of physicians, hospitals and residency programs in addressing their financial planning needs. Katie’s process provides her clients with a realistic assessment of their current financial picture and guidance on “next steps”.
One of my favorite quotes that I try to live by: “Two things define you. Your patience when you have nothing, your attitude when you have everything.” – Unknown
Katie and her husband, Brad, met at Drury University in Springfield, Missouri where she
played basketball and he played golf. Together they have three children: Jackson, Caroline and
Isabelle. When she isn’t in the office, Katie enjoys spending quality time with her family.
California Insurance License #4004395
Arkansas Insurance License #9684913
Check the background of investment professionals on FINRA’s BrokerCheck.
This communication is strictly intended for individuals residing in the sates of of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
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