As an Associate Advisor, Katie is involved in various client situations and enjoys providing her client’s first-class service. She feels fortunate to be a piece of her client’s financial puzzle that allows them to not only achieve their financial goals and leave a powerful legacy but also help them enjoy the things they love most in life.

Katie is a graduate of Saint Louis University where she received a Bachelor of Science in Business Administration with a Concentration in Finance in three years. While in school, Katie completed a year-long internship at Moneta before joining us as a full-time Client Service Manager in 2020. Katie has earned her CFP® designation through the College of Financial Planning.

Katie resides in Chicago, IL and works out of the Moneta office downtown. A lifelong skier and snowboarder, Katie enjoys spending her free time outside and is testing out new waters by learning how to fly fish.

EDUCATION

• B.S., Business Administration with concentration in Finance, Saint Louis University

COMMUNITY INVOLVEMENT

• Marian Middle School, Enrichment Instructor
• Horizon St. Louis, Finance Committee
• KidSmart, Event Planning Committee Member

PROFESSIONAL DEVELOPMENT

• CERTIFIED FINANCIAL PLANNER™ (CFP®)