Katie joined HB Wealth in January 2025 after working with WMS Partners for 10 years. As a Wealth Advisor, she is one of the leaders on our planning team, assisting in the analysis, research, and production of financial planning reports. Katie works with clients to develop holistic, personalized financial plans to help them achieve their goals. She is also involved in the training of new associates and advisors.
While at WMS Partners, she began working as an associate and gained experience in operations and financial planning, eventually becoming an advisor.
Katie earned her Master of Arts in Teaching from James Madison University before pursuing a career in Financial Planning. She became a CERTIFIED FINANCIAL PLANNER™ professional in 2019.
In her spare time, Katie enjoys spending time with her family, including her husband and three young children.