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    UCI Alumni

    Volunteers at Loma Linda University Medical Center

    Chicago Marathon finisher & June Lake Triathalon finisher

    Loves to travel overseas

    Avid reader; favorite book is the Count of Monte Cristo

    Will video conference with clients to make it easier

    Get to Know Katie

    Katie enjoys the nuances behind the decision-making processes and encourages a deeper understanding of the relationship with money to overcome the mental barriers that challenge each individual’s path to financial independence. Her education on human behavior started early, growing up the middle child with 7 brothers and sisters. Surrounded by so many different personalities, she quickly became fascinated with human nature and behavior. This fascination evolved into an interest in financial psychology.

    Katie is devoted to educating her clients on the importance of planning to work towards financial wellness. She believes it can be pursued through meaningful planning, discipline, perseverance and a deep understanding of our values. Katie’s empathetic approach to working with her clients means she builds customized plans for their specific needs and coaches them towards the goals they want to pursue. A graduate from the University of California, Irvine, Katie holds a Series 65 registration with Trilogy Capital, Inc. and a Life and Health Insurance License.

    Katie’s focus on wellness extends beyond finances. She has completed both the Chicago Marathon and the June Lake Triathlon, as well as volunteers at Loma Linda University Medical Center. In her spare time, she enjoys spending time with family and friends, traveling, and waterskiing in Lake Tahoe.

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    Meet Katie’s Team
    Scroll through to see each of the Advisors
    Senior Vice President of Wealth Management
    Nathan Brown
    Senior Vice President of Wealth Management
    Scott Naiman, RICP®
    Senior Vice President of Wealth Management
    Joseph Mandichak, CFP®

    Experience the Trilogy Difference

    We believe that real Life Planning is progress, not perfection.

    Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

    Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

    Call Us To Get Started. (844) 356-4934