Katie was raised in the Monterey Bay area and studied Business Administration at the University of San Diego.
She committed herself to learning key aspects of financial, tax and estate planning, especially in the areas of wealth accumulation, distribution and wealth transfer strategies. Katie has a passion for working with individuals, families and businesses and is personally dedicated to helping them to achieve their financial goals. Nurturing long term relationships her clients, friends and the community are the cornerstone to her practice.
A native Californian, she has been living in Irvine for the past 24 years with her husband Dave, and her 3 children. Katie enjoys the Southern California weather, sporting events and family time.