As a senior vice president and a senior wealth strategist, Katie leads the deep and dynamic discovery process to achieve a mutual understanding of your family, business (if applicable), and financial goals to determine what is truly important to you in achieving peace of mind. She works with you and your advisors to help develop a strategic financial plan which integrates your financial, estate, tax and philanthropic considerations and preferences. Katie identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them. She has the high level of technical experience in complex estate, tax and wealth planning issues to help bring about successful outcomes as your trusted advisor.
Katie is a Senior Wealth Strategist with nearly 15 years of experience working in wealth management and public accounting. She has extensive experience advising individuals, families and businesses across a variety of industries regarding their personal and business wealth and tax strategies. Prior to joining PNC, Katie was a Senior Wealth Planner at Wells Fargo. Before transitioning to wealth management, Katie worked in public accounting with both national and regional firms based in Southern California, focusing on tax compliance and consulting for high net worth individuals and closely-held businesses.
Katie graduated with a Bachelor of Science in accounting and with a Master in Accountancy in Taxation from Brigham Young University. Katie is also a member of the Board of Directors for the Arizona Council on Economic Education, a local charity that strives to reach and teach every Arizona student to become financially and economically responsible in work and life
She currently resides in Phoenix, Arizona. She enjoys spending time with family and friends, traveling, and reading.