Katie first entered the financial services industry in 2014, where she found a love for connecting with clients on a topic that many won't even bring up at the dinner table, their finances. She saw an opportunity to make an impact in people’s lives in a very personal way, by helping them create a plan to achieve their lifelong financial goals.
She relocated to Nashville from Cincinnati in 2018, where she joined her first independent practice with an emphasis on a fiduciary approach to comprehensive financial planning. Joining EPM at the end of 2022 gave her the opportunity to grow alongside other seasoned advisors on the team.
Katie resides in the Donelson area, and spends her free time kayaking the Caney, traveling, playing sand volleyball, golf and weightlifting. She attended Miami University of Ohio where she graduated from the Farmer School of Business. She is a native of Oxford, Ohio.