Katie joined the team in 2017 after being a client of Financial Security Management, Inc. (an investment advisor firm registered with the U.S Securities and Exchange Commission) since 2012. She is an Investment Advisor Representative and tax professional. She holds two Bachelor’s Degrees from North Carolina State University, in Spanish and Public Relations. Katie also holds a Master’s Degree in Health Promotion Management from American University in Washington, DC.
Katie grew up in Austin, TX, has lived all over the U.S, and now calls Salida, CO home. She loves to travel the world, ride horses, and explore the great outdoors.