Katie began her wealth management career with Merrill Lynch Wealth Management in 2001. Highly credentialed & experienced , 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 and earned a Bachelor of Science degree in General Business Administration from Youngstown State University. She also spent time at The University of Chicago, Booth School of Business while earning her CPWA® Certificate.

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.