Katie began her wealth management career with Merrill Lynch Wealth Management in 2001. Highly credentialed, Katie uses her rigorous industry training to build highly customized strategies for clients, as their personal and business circumstances evolve. A primary area of focus for Katie is helping business owners monetize their years of hard work in ways that can satisfy their goals for the people and passions in their lives.

Inspired by her grandfather (who had an enormous and lasting influence on her life), Katie learned about his experiences during the Great Depression – about how to live not wanting for much, and especially, to understand, appreciate and utilize all available resources. Katie finds that much of what he taught her holds value when helping clients plan and prepare for likely and unlikely circumstances.

Katie is a lifetime learner. She holds the Certified Private Wealth Advisor^® designation, is a CERTIFIED FINANCIAL PLANNER^® certificant (a designation awarded by the Certified Financial Planner Board of Standards, Inc.), and holds a Certified Plan Fiduciary Advisor^® designation and Certified Exit Planning Advisor^® designation. In 2017, 2018, 2019 and 2020 Katie was named to both the Forbes/SHOOK “Top Next-Generation Wealth Advisors” (published annually July - Sept. Rankings based on data as of March 31 of current year) and Working Mother/SHOOK Research's “Top Wealth Adviser Moms” lists (*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, (published annually Sept - Oct. Rankings based on data as of Mar 31 of current year).  In 2020 Katie was named to the Forbes America's Top Women Wealth Advisors list (published on April 21, 2020. Rankings based on data as of Sept 30, 2019).  In 2022 Katie was named to the Forbes America's Top Women Wealth Advisors Best-in State 2022, 2023, 2024 and 2025 (published annually in February. Rankings based on data as of Sept 30 of prior year). In 2025 she was also named to the Forbes Best-In-State Wealth Advisors list (published on April 8, 2025. Rankings based on data as of June 30, 2024.) Katie earned a Bachelor of Science degree in General Business Administration from Youngstown State University.

High energy inside and outside the office, Katie loves yoga, travel, and life outdoors – skiing, kayaking and hiking.  She resides in Chagrin Falls with her family and also finds time to be a member of the Cleveland Estate Planning Council, volunteers with the Investment and Wealth Institute, the Beatitude House and at school and children’s activities.

Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list. Opinions provided by SHOOK® Research, LLC considered women advisors with children living at home under 21 years of age and is based on telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and do not guarantee investment success or higher level of performance results and not an endorsement of the advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

2020 Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

2025 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.