About Kat
Born and raised in Milwaukee, Wisconsin, Kat began working in wealth management in 2019 and moved to Seattle in 2020. She takes a holistic, behaviorally focused approach to financial planning that helps those she works with feel empowered and prepared for the future, whatever it may hold.
Outside of the office, Kat can most often be found tending to her vegetable garden, reading a fantasy novel, or exploring Seattle’s neighborhoods with friends. She and her husband, Jake, live with their son, Lochlan, in Phinney Ridge. They also have two dogs, Arya and Rafiki, and a bearded dragon named Parsnip.
Education and Professional Milestones
- University of Wisconsin-Madison - bachelor's degree
Born and raised in Milwaukee, Wisconsin, Kat began working in wealth management in 2019 and moved to Seattle in 2020. She takes a holistic, behaviorally focused approach to financial planning that helps those she works with feel empowered and prepared for the future, whatever it may hold.
Outside of the office, Kat can most often be found tending to her vegetable garden, reading a fantasy novel, or exploring Seattle’s neighborhoods with friends. She and her husband, Jake, live with their son, Lochlan, in Phinney Ridge. They also have two dogs, Arya and Rafiki, and a bearded dragon named Parsnip.
Education and Professional Milestones
- University of Wisconsin-Madison - bachelor's degree