In her role as a wealth advisor, Katie assists clients in achieving their financial goals. She is particularly skilled in long-term planning, including for education, retirement and tax savings.
Prior to joining Red Door in 2021, Katie worked as a financial advisor for 11 years in Pensacola, Florida. She has a heart for volunteerism, having spent time as a member of the Pensacola-area Rotary Club, Kiwanis Club, Junior League and IMPACT 100. The latter is an organization of women committed to improving their community by providing substantial grants to nonprofit organizations. This group allowed Katie to put her passions to work making a difference for her region.
A Chattanooga native, Katie graduated from Girls Preparatory School, Texas Christian University – where she earned a bachelor’s degree in entrepreneurial management – and the University of Sussex – where she earned a master’s degree in international management. In her spare time, you can find Katie running or spending time with her two children and husband.