About Katie
Katie oversees the operations of Carson’s Business Development team. Prior to serving in her current role, Katie was the Associate Vice President, Business Development, and worked alongside financial advisors to help them look at the industry landscape and choose a partner who has their clients’ best interests in mind.
Katie likes to have a deep understanding of an advisor’s business and deliver value-added solutions that will truly transform how they do business and improve their clients’ experience. Katie is changing the lives of advisors and the investors they serve.
Katie joined Carson in December 2013. She graduated from the University of Nebraska at Omaha with a Bachelor of Science in Business Administration in Communications, and brings more than a decade of sales and client retention/satisfaction experience to her current role.
Before she started helping advisors pursue their goals, Katie assisted small business owners by developing marketing solutions at one of the leading providers of data gathering in the country, and served as the Director of Member Services at one of the nation’s leading health and fitness clubs.
When she’s not at work, Katie likes to stay active through running or taking a group class. However, most of her time is spent in her kitchen with her husband creating new recipes, or spending as much time possible with her two beautiful, funny and smart daughters. She is lucky enough to be part of a huge family that spends every Sunday together for family dinner, and a great group of girlfriends who have known each other for more than 20 years and love a good happy hour together.
