I find great fulfillment in helping our clients navigate through what can be the most stressful and emotional times in their lives. Retirement should be a time that our clients look forward to, not something that they fear. My goal is to give clients the peace of mind that they need to retire and enjoy what they have worked so hard to build. I also want clients to feel comfortable sharing their financial and legacy goals with me so that I can create a plan that will effectively transition and protect their wealth.
Katie specializes in helping clients plan for their financial future. She analyzes clients' net worth and cash flow in order to advise on what steps should be taken to meet specific retirement goals. She also works with clients to create an estate plan that addresses their legacy goals and how they want their wealth to transition during and after their lifetime.
When you work with Katie, you can expect her to be an active listener in order to truly understand your unique financial and estate planning goals. She will analyze your specific situation, review your current estate planning documents and create a plan that will help you not only feel financially confident during retirement but will also allow you to effectively protect and transition your wealth.
Outside of work, Katie enjoys a number of outdoor activities, including golf, tennis and biking. She also enjoys traveling, spending time with her family and volunteering in the community.