Katie is a financial professional who has been working in private wealth management since 2014. With a focus on communication and relationship building, she has established a reputation for providing a superior client experience.

Katie has been named 2025 President and Treasurer of the Colorado Financial Planning Association. This appointment recognizes her commitment to the financial planning profession and her dedication to supporting the development of the local financial services community and the growth of the broader national organization. Her background lends itself well to her new role in Partner Programs, as she has been active in these programs for the last seven years and is excited to continue building her partnerships with our local teams.

Katie previously served as a Vice President for Goldman Sachs Personal Financial Management, and prior to that as a Wealth Advisor at United Capital Financial Advisors. Her background and experience lie in comprehensive financial planning, inclusive of estate and tax planning alongside customized portfolio management.

Katie is originally from the Pacific Northwest, and in her spare time she enjoys travel, fitness, and exploring new restaurants around Denver. She has also earned a level 3 sommelier certification and would be more than happy to provide you with a wine recommendation.