Broker Check
Katie O'Leary

Katie O'Leary

LPL Registered Sales Associate

Kate graduated from the University of Colorado at Boulder with a Bachelor’s degree in Arts and Science. She has been with Panoramic Financial for close to 15 years. She has her Series 7 registration which is held through LPL Financial and presently functions as an account management specialist and the office administrative manager. In addition to processing the daily investment trading activity, she enjoys working with clients on a daily basis to help establish their financial goals. 

Kate sees life as an adventure. Outside of her work, she loves to spend time with her husband and three kids. She is active in her church, likes to play golf and tennis, and loves to travel.