Katie is our newest Certified Financial Planner® in the Asset Tree family and is ready to rock the industry with her female flare! She has been in the industry and changing lives since 2014 and is only just warming up with what she has planned.

Katie is married to her husband, Nic, who is also in the financial services industry. So they are pretty much a power couple in Finance. As much as they enjoy traveling, they would not want to call any other country home.They enjoy wining and dining (Katie wines; Nic dines) and spending quality time with family and friends over the weekends.

We welcome Katie and all her clients to Asset Tree and look forward to meeting you all.