As Advisor for the Diederich Team, Katie coordinates numerous Financial Action Plan and Financial Review activities for the team. She focuses on big-picture planning for clients.
Katie received both her B.A., magna cum laude, and law degrees from Saint Louis University and was admitted to practice in the State of Missouri. A CERTIFIED FINANCIAL PLANNER™, she has more than 10 years of experience in the financial services industry, the majority spent at Moneta Group.
Working at Moneta has taught Katie resourcefulness, creativity, and flexibility. With many unique clients in unique situations, Katie is always brainstorming to find what’s best for each client. Excited about what lies ahead, Katie strives to build long-term relationships with her clients and always learn more about how to lead them to financial success.
Outside of her work at Moneta, Katie serves on the national board of Share Pregnancy & Infant Loss Support and is also a member of the Town & Country Finance Committee.
- CERTIFIED FINANCIAL PLANNER® professional
- Town & Country Finance Commission
- Share Pregnancy and Infant Loss, National Board Member
- Gamma Phi Beta Alumni Association