Katie joined the Cornerstone team in October 2016 and is our Operations Team Lead. Katie’s interest in financial planning, along with her CERTIFIED FINANCIAL PLANNER™ credentials, makes her a perfect fit for assisting the team in building financial plans in Wealth Vision. She’s our go-to person for employer plan maintenance, insurance quotes, and various other administrative responsibilities. In addition, she helps manage the day-to-day tasks of running the business. This includes helping the advisors strategically implement more efficient processes and be on the forefront to finding new capabilities we can offer to our clients. She also helps train, mentor and provide overall support to new and existing team members.
Education: She graduated magna cum laude from Washington State University Tri-Cities with a bachelor’s degree in Business Administration in 2011. To further her education in the financial sector, Katie obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2016. She also holds the Series 7 registration through LPL Financial, the Series 66 registration through both LPL Financial and Cornerstone Wealth Strategies, and the WA State Insurance License.
Interests: Katie enjoys working on DIY home projects and gardening. She keeps busy by spending time with her family & friends (including her dog, Toby), and she is always planning her next travel adventure. Katie loves to play tennis and enjoys being a part of the Tri-Cities community.