CERTIFIED FINANCIAL PLANNER™ (CFP®)
NAPFA Registered Financial Advisor
Katie likes the personal role she plays in seeing clients succeed with their financial goals. Drawn to financial planning in college when she saw the impact of careful, numbers-based planning could have on people’s lives, she knew she’d found the right profession.
Katie joined Market Street in 2013. She began working in the industry in 2009 after earning a B.S. in Financial Planning and Counseling from Purdue University. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and NAPFA Registered Financial Advisor.
Outside of work, Katie is an active member of the Junior League of Indianapolis, an organization of women dedicated to improving the community through the effective action and leadership of trained volunteers. She and her husband, Phill, also stay very busy with their daughter, Jamisyn.
“I enjoy being able to help people make decisions that I know may enable them to live the lifestyle they desire in the future and provide for their family. Seeing clients hit each little financial milestone in their life fuels my passion about what I do.”