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As a Financial Advisor, Katie’s mission is to provide you with the financial guidance and tools that will help you live out your values. She spends time getting to know her clients and individualizing a plan that is unique to them. She will draw on her expertise to support you in: • Retirement Planning • Small Business Planning • Tax Strategies • Investment Management • Special Needs Planning • Protection Katie’s career has been steered by her commitment to connecting people with tools to help them live their best lives. For 20 years, she worked as a therapist, resource coordinator, and services manager, focusing on helping people access programs to improve their wellbeing. She joined Thrivent to continue my work in helping people create a better future for themselves, their families, and their communities. Katie is a big believer in empowering people to make decisions with courage and confidence, she particularly enjoys working with women as well as families with children with special healthcare needs to gain financial clarity. She has lived in the Greater Milwaukee area for 10 years. In her free time, enjoys watching college basketball, dancing, and gardening. Katie has a Bachelor’s Degree from UCLA, and a Masters of Arts in Counseling from the Seattle School of Psychology and Theology. She carries the following licenses: • FINRA Series 7 General Securities Representative • FINRA Series 66 Uniform Combined State Law • Life & Health Insurance Licenses |
