With over 15 years of experience in the financial services and investment industry, Katie is passionate about the power of comprehensive financial planning and the meaningful impact it can have on clients’ lives. She works closely with individuals and business owners across a wide range of planning needs—from financial education to long-term strategy—helping them make informed decisions that align with their goals and values. Her experience includes working with public pensions, trust and investment management, financial planning, and client relationship management.
Katie joined Central Trust in 2026. Throughout her career, she has held a variety of roles in financial planning, investment analysis, retirement services, and banking, giving her a well-rounded perspective and a thoughtful, client-centered approach.
Education and Certifications
- Master of Business Administration, William Woods University
- Bachelor of Science in Business Administration with a minor in Personal Financial Planning, University of Missouri
- Certified Financial Planner® Professional (CFP®)
Interests and Activities
Katie is actively involved in her local community, volunteering at her church and her children’s school. She serves on the Sacred Heart School Advisory Council and is a member of the Home & School Association at Sacred Heart Parish in Rich Fountain, Missouri. Outside of work, she enjoys spending time with her husband and four children, cooking, tackling home DIY projects, listening to live music, and hosting gatherings for friends and family.
