Katie graduated from the University of Colorado at Boulder with a Bachelor’s degree in Arts and Science. She has been with Panoramic Financial Services for over 15 years. She has her Series 7 registration as well as her Series 66 registration which is held through LPL Financial. She presently functions as an account management specialist in addition to processing the daily investment trading activity. She enjoys working with clients on a daily basis to help establish their financial goals.
Katie 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.