The Personal Side
Katie’s idea of professional is anything but stuffy. A globe-trotter who’s visited 50+ countries and a licensed private pilot, she’s the epitome of spontaneous adventure. She’s a big believer in living life to the fullest today, not in some far-off future. With her like-minded husband, she’s ready to jump on a plane for an unplanned adventure at a moment’s notice, thanks to smart financial planning.
When she’s home in sunny Las Vegas, NV, you can find her hiking, entertaining, serving on the leadership team of Henderson Women for Good, or snuggling with her two kitties, Pepper and Acorn.
The Professional Side
With 18 years in financial services, Katie turned her passion for helping the industry evolve into Advisor Video Marketing. Her mission? To make video marketing accessible and enjoyable for financial advisors.
She’s not just another consultant; she’s a pioneer who started one of the first virtual, fee-only financial planning firms. Katie has also consulted for financial professionals in over 35 countries.
She obtained her degree in photography from RMIT University in Melbourne, Australia, before returning to the U.S. and joining her mother’s RIA in 2006.
Her credentials include being a CFP® professional, an InvestmentNews 40 Under 40 alum, and ongoing service on the CFP Board’s Women’s Initiative (WIN) Council.
Through her workshops and services, she’s here to help you use video to improve your client experience and expand your reach.
