Focus: Insurance Strategies, Retirement Income Planning, College Funding Strategies, Financial Education
Katie found herself in the financial services industry after having stepped away from teaching elementary school to focus on being a mom. When she was ready to jump back into a career, she wanted something that allowed her to still use her teaching degree. “This industry is a great way to blend by love of teaching and people,” shares Katie. “I enjoy working with people to understand their needs and to teach them about how a financial strategy can help meet their goals.”
Katie graduated from the College of St. Benedict in St. Joseph, Minnesota, with a degree in Elementary education and a minor in Spanish. She resides in Watertown, Wisconsin, with her three boys. In her spare time, Katie enjoys reading, photographing nature and exercising.
N19 W24200 Riverwood Dr Suite 140
Waukesha, WI 53188