top of page


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, let alone to a stranger, their finances. She saw an opportunity to make a meaningful impact in an area that can cause stress for so many, thus beginning her pursuit of becoming an independent advisor representative.


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. Aggressively growing her sphere of influence through various networking efforts, she committed herself to finding like-minded professionals with whom to partner to serve clients in all aspects of their financial lives. 


She is excited at the opportunity to join the team at EPM, where she sees tremendous opportunity for growth in her career. By combining synergy and knowledge of many other advisors within the organization, she is confident her clients will experience a greater level of service and expertise than she was able to offer as a solo-practitioner. 


Katie resides in the Donelson area, and spends her free time kayaking the Caney, traveling, hiking, sand volleyball, golf and weight lifting. She attended Miami University of Ohio where she graduated from the Farmer School of Business. She is a native of Oxford, Ohio.


Financial Planner

Want to get to know the rest of the team?

bottom of page