Senior Wealth Advisor, Managing Director
Katie began her career at Wellspring in 2009 as an Associate and has gained over a decade of experience in developing and managing comprehensive financial plans to help ultra-high-net-worth clients achieve their goals and objectives. She currently serves as a Senior Wealth Advisor and is responsible for overseeing her client service team in addition to creating and implementing strategic financial plans for her clients. Katie also serves on Wellspring's DEI Committee.
Katie earned her Bachelor of Business Administration in Finance from John Carroll University. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Estate Planner® designation. She is also a member of the Financial Planning Association® (FPA®) of Northeast Ohio, the Estate Planning Council of Cleveland, and The Ohio Society of CPAs.