About Katie

My career has been steered by my commitment to connecting people with tools to help them live their best lives. For 20 years, I worked as a therapist, resource coordinator, and services manager, focusing on helping people access programs to improve their wellbeing. I joined Thrivent to continue my work in helping people create a better future for themselves, their families, and their communities.

My personal and professional background—as a single mom to an 11-year-old girl and the family services manager for the Children’s Hospital of Wisconsin— inspired a particular passion for supporting clients with unique challenges. A big believer in empowering people to make decisions with courage and confidence, I enjoy working with women as well as families with children with special healthcare needs to gain financial clarity.

I have lived in the Greater Milwaukee area for 10 years. In my free time, I enjoy watching college basketball, dancing, and gardening. I love anything outdoors. I have built and slept in an igloo (I don’t recommend it!), and enjoy hiking, biking, and kayaking with my daughter.

Client-Centered Services

I meet clients where they are at. In our first meeting, we can be conversational or action oriented. It is up to you! I commit to make every interaction comfortable, positive, and value-add. After I understand your goals and concerns, we spend some time gathering information needed to analyze your situation so I can make some recommendations. How and what you implement is up to you. I am here to help advance your goals and create options to improve your financial picture.

Education & Credentials

· FINRA Series 7 General Securities Representative

· FINRA Series 66 Uniform Combined State Law

· Life and Health Insurance Licenses

· MA in Counseling, Seattle School of Theology and Psychology

· BA in History, UCLA

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.