Katie began her career with RBC Wealth Management as a financial advisor in 2015, building upon a successful career as a cost engineer in the oil refining industry in Montana and Oklahoma. Specializing in wealth planning and asset allocation, helping her clients determine their goals, and witnessing their achievements is what motivates Katie every day.
Katie brings a wide skill set, but her goal is simple: relieve her client’s stress by clarifying their financial future. She seeks to provide the peace of mind that only comes from having a clear picture of your goals and how you’re going to achieve them. Katie simplifies the financial planning process and clearly communicates options and opportunities available, while advising you on the best path toward financial independence. She has passed her Series 7 and 66 exams, and holds federal and state health and life insurance licenses. Also, having met the rigorous educational, testing and ethical standards, she earned the CERTIFIED FINANCIAL PLANNER™ certification.
Raised in Montana, Katie resides in Billings with her husband Joe and two children, Max and Amelia. When she’s not in the office, you can find her in the mountains with family, enjoying all that Montana has to offer.
