Katie believes a great financial plan begins by understanding the complexities surrounding one’s financial life. Her experience as a CERTIFIED FINANCIAL PLANNER™ allows her to ask questions that may have been previously overlooked for a comprehensive, holistic approach. With a passion for advocacy and education, she strives to approach client relationships with efficiency, creativity, flexibility, and stability. As an Associate Wealth Manager, Katie is responsible for helping clients define their financial goals and then developing a successful plan to meet those objectives. She works hand-in-hand with clients and their trusted advisors (CPAs, attorneys, trustees) to ensure no stone is left