About
Katie has passed the Series 65 exam — the NASAA Investment Advisers Law Examination. Motivated by the “big picture” and delivering high quality service, Katie brings an inventive and independent perspective to all projects. Katie earned her MBA from Virginia Commonwealth University and her prior experience includes stints working abroad in Spain, South Korea and Scotland. She is always on the lookout for novel solutions, considers different ways of doing things, and brings excitement to big ideas.
