Katie is an Arizona native who is a partner in a comprehensive practice that offers general financial planning, health and life insurance planning. She offers professionally managed investment alternatives, primarily using asset allocation and financial planning methodology. Katie has been affiliated with Paradise Financial Partners and Raymond James Financial since 2013.
Prior to her career in financial services, Katie spent eight years as a high school music educator in Arizona. She is well-versed with retirement options for individuals, families, healthcare professionals, government employees, retirees and educators in local and rural school districts. She works to provide well-researched financial and insurance opportunities for small businesses, individuals and families. Her primary focus is educating clients on the many options they have regarding investments, savings, retirement, college and insurance strategies. She provides educational events and seminars to a variety of businesses and retirement communities.
Katie received her bachelor’s in music education from The Ohio State University. She is an investment advisor representative with Series 7, 9, 63, and 65 licenses. Additionally, she holds life and health insurance licenses in multiple states.