Katie is a Paraplanner who works with wealth managers to help people identify their unique financial goals. Katie strives to deliver excellent customer service with a professional and friendly attitude. Katie holds an Accounting degree from Chippewa Valley Technical College and an Associate’s degree in Arts & Sciences from the University of Wisconsin – Barron County. Katie lives in Chippewa Falls, where she enjoys anything outdoors and spending time with her wonderful family and friends.
Certifications, Licenses, and Registrations
- Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses
Education and Training
- Series 7 held at LPL Financial
- Series 66 held at LPL Financial & Great Valley Advisor Group