Katie serves as an advisor associate in our Reston, VA office, joining the team after completing an internship during the summer of 2022. In this role, she supports the team’s advisors in managing client relationships and assisting with all aspects of the financial planning process.
Katie is a graduate of Virginia Tech, where she earned a finance degree through the university’s CFP® Certification Education Option. While in school, she was active in her community on and off campus, working as an undergraduate teaching assistant and as a Stock Market Game volunteer, teaching elementary students about investing topics.
Originally from Warrenton, VA, she now resides in Reston and enjoys staying active outdoors and travelling in her spare time.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Business Administration – Finance
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
