Katie is an Associate Wealth Advisor at The Colony Group. She supports a team of wealth advisors with implementing financial plans and serving the day-to-day needs of our clients. Katie is passionate about understanding the importance of developing financial plans to meet a client’s goals, as well as the emotional and behavioral side of making decisions around money.
Prior to joining The Colony Group, Katie has always worked in the financial services industry. She served as both a client service associate and an investment operations specialist for an investment management firm. She also once served as an insurance specialist for an independent financial services firm.
Katie earned a Masters in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. As well as her Bachelor of Arts in Political Science from St. Michael’s College. Katie holds the CERTIFIED FINANCIAL PLANNER™ designation.
Outside of the office, Katie enjoys skiing in the winter and hiking in the summer and spending time with her fiancé, family, friends and her 3-year-old bloodhound Penny.