Investing does not have to be complicated. As a financial advisor, I want to help clients gain knowledge and be in control of their finances.
I am a new Vermonter, recently having moved from my home state of Connecticut. I am quickly falling in love with the natural beauty and passion for outdoor activities that is so apparent in Vermont. I graduated from Roger Williams University in 2014, where I studied psychology and business management. Following my undergraduate career, I completed my graduate degree in experimental psychology from Villanova University. I have always had a passion for research, analytics, and understanding behavior, which are all important components of finance.
Emotions can drive behavior and decision making. In investing, it is important to understand this connection in order to help reduce behavior-based investment errors. By blending my passions for psychology and finance, I hope to help investors work through their investment-related emotions to best approach their finances and minimize behavioral error.
Prior to becoming a financial advisor, I worked as a student affairs professional at multiple universities. This experience, as well as my own higher education journey, fostered a passion for helping clients plan for their families' higher education goals. I earned my Certified College Financial Consultant (CCFC) designation through the American Institute of Certified College Financial Consultants (AICCFC) to better assist clients in developing financial strategies to achieve these goals.
As a female financial advisor, I am excited to have the opportunity to work with and for women to achieve personal financial goals and overall financial success.
While in graduate school Katie developed a huge passion for running. Since then, she has completed two marathons, three half marathons, and countless "smaller" races, including Philadelphia's famous Blue Cross Broad Street 10 mile Run. She is excited at the opportunity to embrace the running culture of Vermont and participate in the Vermont City Marathon in 2021.
Since moving to Vermont, Katie has prioritized getting involved with her local community. She recently became a member of the Junior League of Champlain Valley and became a member of the board this year. In her free time, she can also be found teaching fitness classes at a local Burlington workout studio.
Roger Williams University
Where I Live Now
Shelburne, VT 05482
Burlington, VT 05401