Katie focuses on new business development. She works primarily with business owners and senior-level executives, helping them formulate and implement financial plans. She also works with nonprofits, foundations and institutions. Katie began her career as a financial advisor with Piper Jaffray in 2006. Piper was acquired by UBS where she advanced to account vice president. Katie joined Mariner Wealth Advisors as a senior wealth manager in 2009 and migrated to the role of senior wealth consultant in 2010. She became a principal in 2019. Katie has a bachelor’s degree in business administration from Texas Christian University.

Katie Dunn
Principal, Partner and Senior Wealth Consultant
Mariner
United States, Kansas, Overland Park
About Me
Profile Information
Principal, Partner and Senior Wealth Consultant
Mariner
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Overland Park
Kansas
United States
Nov 4, 2025
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