Katie has a genuine knack for connecting with people of all backgrounds, ages, and experiences. She is a trusted resource for her clients, helping them navigate their wealth journey with confidence. Her enthusiasm is irresistible, and our clients say they appreciate her sincere listening and commitment to solving any issue that may arise. It makes sense that she is a competitive athlete who never stops challenging herself. Katie loves swimming, snowboarding, running, dancing, and gymnastics. Fortunately, she has the energy and determination to perform all at a high level.

DESIGNATIONS

• CERTIFIED FINANCIAL PLANNER™ professional (CFP®

HONORS

• Portland State University President’s List 2015 to 2017

ASSOCIATIONS

• The Honor Society of Phi Kappa Phi, Lifetime Member

PAST

• Member, Women’s Foundation of Oregon, 2017 to 2020

• Associate of Science in Business magna cum laude, Portland Community College
• Bachelor of Science in Business Administration with a specialization in Management and Leadership summa cum laude, Portland State University