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 with her husband, Brock, and young children. She enjoys anything outdoors, playing volleyball, and spending time with 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