Katie began working with the team in 2017. Her main focus as a Financial Advisor will be retirement planning, recently earning the CERTIFIED FINANCIAL PLANNER® certification. She attended Miami University where she played ice hockey on the Miami Women’s Hockey Team. Katie had the opportunity to compete in the World University Games with the National Women’s Ice Hockey team three times, earning two Bronze Medals in Italy and Kazakhstan. Katie enjoys spending time with her Husband, Alex, and Family.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
