Katie partners with clients to help them understand what’s possible—she encourages a lifestyle that’s both fiscally responsible and values-aligned, while simultaneously providing guidance to achieve longer term goals. In an ever-changing and complex industry, Katie serves as an advocate for her clients. A Magna Cum Laude graduate of Thomas College, Katie earned a B.S./MBA in Finance and began her career in financial planning and investment advisory work as an intern to a tax and investment firm during her graduate program. With an entrepreneurial and curious spirit, she is fascinated by culture and sociology and behavioral finance.
Outside of the office, you can find Katie taking a slower approach to life prioritizing family, wellness, and the outdoors with her partner Chris and their daughters Adeline & Tenley. Together they explore the unique towns of the Hudson Valley and the Northeast—favorite spots include the Northeast Kingdom of VT, the Catskill 3500 peaks, and both coastal and central Maine. Favorite activities include hiking, biking rail trails, thrift and antique shopping, live music, gardening, cooking with her children, sharing meals with loved ones, and most recently, learning to ski. Katie’s advocacy work is rooted in providing opportunity for children with disabilities, women affected by domestic violence awareness, and gender equity in the workforce.
- FINRA Series 7 & 63 Securities Licenses
- NYS Life, Accident & Health Insurance Licenses
- Candidate for the rigorous CFP® certification
- Member of Hudson Valley Estate Planning Council, NYS Sustainable Business Council, Women in Pensions Network, Ellevate Network—Hudson Valley Chapter, Hudson Valley Women In Business. Ambassador to Riverkeeper. Member and Supporter of Working for Women.