Katie is passionate about helping advisors who want to improve, develop or change their practices. Whether it is delivering first-class client experiences, growing assets, on-demand succession options, adding cutting-edge technology or providing more transparent investments, Katie specializes in proven solutions using scalable efficiencies.
Katie started her financial services career over 20 years ago as a personal banker for Bank of the West. Katie earned her Master of Science in Finance from the University of Colorado at Denver and a Bachelor of Science in Real Estate and Construction Management from the University of Denver. Prior to joining Carson, Katie managed new product distribution in the independent broker-dealer and RIA channels across the US for a $4 billion global real estate investment firm. She spent nearly 7 years there and successfully built and led a high performance eastern U.S. distribution division and was ultimately promoted to Executive Vice President of National Accounts and member of the Board of Directors. After earning her master’s degree, Katie spent 4 years at a top brokerage firm and sold nearly $3 billion of multi-family assets as an Institutional Commercial Real Estate Broker. Katie spent time as a Market Leader at Blackrock and realized that portfolio construction is just one piece of the puzzle advisors need to solve for to deliver value beyond a doubt to their clients. Katie holds series 7, 63, 65, and 24 licenses.
Outside of work, you’ll find Katie spending time with her kids and family. Katie is an avid Broncos fan and has season tickets that have been in her family since the ‘60s. Her passions include real estate investing, working out, skiing and red wine.