Katie has a natural passion for working hard and genuinely cares about helping each client feel like a million bucks. Her enthusiasm is addictive and our clients appreciate her sincere listening and commitment to solving any issue that may arise. It makes sense that she’s addicted to running and wants to travel to every continent sooner rather than later. She has the energy and determination to accomplish it all.

DESIGNATIONS

• CFP®

HONORS

• Portland State University President’s List, 2015 to 2017

ASSOCIATIONS

• The Honor Society of Phi Kappa Phi

CURRENT

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

• Tacoma Community College, 2011 to 2013
• Associate of Science Oregon Transfer in Business magna cum laude, Portland Community College, 2015
• Bachelor of Science in Business Administration with a specialization in Management and Leadership summa cum laude, Portland State University, 2017