Katie is a paraplanner who enjoys working with wealth managers to help people identify their unique financial goals. She 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 UW–Barron County.  She lives in Chippewa Falls with her husband, Brock, and four young children: Soren, Ravyn, Bowen and Calyn. Katie enjoys anything outdoors, playing and coaching 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, 66
• Accounting degree – Chippewa Valley Technical College
• Associate’s degree – Arts & Sciences; University of Wisconsin – Barron County

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