Katee is a registered representative and has been in the financial services industry for 8+ years. She was also in the Colorado Springs Health Insurance industry for 15+ years. Her in-depth knowledge of client servicing and attention to detail, makes her an invaluable asset to our team. Before joining our team, she was the main point of contact for several hundred client accounts at her previous firm. She has her Life, Accident & Health License and Series 6 Securities License. She is currently pursuing her Series 7.
She is also a Certified Keto, Carnivore & Pn1 Health Coach and is passionate about fitness & nutrition. She was active in the community as a Youth Sports Manager. Notably, she was the President’s Day Tournament Opening Ceremonies Director for several years with Colorado Springs Amateur Hockey Association.
Both Katee and her husband, John are New Englanders (NH and MA respectively). Although they grew up 3 hours apart from each other, they met in Colorado Springs and decided to stay and raise their son here. She spends her days lifting weights with her husband, hiking with their two dogs and spoiling her new grandson.