Financial Services Professional
Katie found herself in the financial services industry after having stepped away from teaching elementary school to focus on being a mom. When she was ready to jump back into a career, she wanted something that allowed her to still use her teaching degree. “This industry is a great way to blend by love of teaching and people,” shares Katie. “I enjoy working with people to understand their needs and to teach them about how a financial strategy can help meet their goals.”
Katie graduated from the College of St. Benedict in St. Joseph, Minnesota, with a degree in Elementary education and a minor in Spanish. She resides in Watertown, Wisconsin, with her three boys. In her spare time, Katie enjoys reading, photographing nature and exercising.
- Insurance Strategies
- Retirement Income Planning
- College Funding Strategies
- Financial Education
Check the background of this investment professional on FINRA's BrokerCheck