After graduating early with a Bachelor’s degree from the University of Colorado at Boulder, Katie spent 4 years with American Express Financial Advisors/Ameriprise, building a successful financial planning practice and training new advisors as a member of their management team. She joined Kinecta Wealth Management in 2006, and has helped clients all throughout Orange County and the Inland Empire. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Katie brings a wealth of experience and knowledge to her role as LPL Financial Advisor. She specializes in retirement planning, taking a comprehensive approach to analyzing retirement needs, investment management, and income planning. She also helps clients with college planning, insurance planning, and strategies for inter-generational wealth transfer. In her free time, Katie is a scout leader and enjoys playing tennis, traveling, and spending time with friends and family. She looks forward to helping you with your financial needs.
Katie holds the following registrations through LPL Financial: Series 7 and 66
Katie is registered for Securities in the following states:AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, ND, NM, NV, NY, OR, PA, RI, SC, TX, UT, VA, WA, WI
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