While focusing her business on clients’ individual financial objectives, Katie believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to clients’ best interests, that sets Katie apart.

Katie is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships, she is able to gain a comprehensive understanding of your needs and goals. Katie works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning, 529 education savings plans, and more. Katie holds Series 7, and 66 licenses and insurance licenses in life, health, and variable annuities.

A native of Chillicothe, Missouri, Katie graduated from University of Missouri with a Bachelor and Master of Business Administration. Prior to joining Raymond James in 2021, she worked at the Federal Reserve Bank of Kansas City – Oklahoma City Branch for 10 years serving as a community bank examiner, central point of contact, and most recently as a manager in bank supervision technology. She and her family recently moved back home to Chillicothe and are enjoying the opportunity to be closer to family again. Katie joined her father Terry at Raymond James and is putting her analytical and problem-solving skills to use helping people pursue their financial objectives. When out of the office, Katie enjoys traveling, exploring Jeep trails and National Parks, and spending time with family and friends. Katie and her husband Alex, have one child, Logan, and three dogs who all share in family adventures.

Raymond James is not affiliated with the above organizations.