Helping You Pursue True Wealth

Meet Katie


As our VP, Director of Operations, Katie oversees the operations of all our locations to improve the administrative efficiencies of the office and to improve the client experience. Prior to her current role, Katie spent a decade at Carson Group Headquarters recruiting new Partners to the community and creating systems and processes for the sales team. Her focus is always putting the client experience first.

A graduate of the University of Nebraska at Omaha with a Bachelor of Science in Business Administration in Communications, Katie spent time assisting small business owners by developing marketing solutions and served as the Director of Member Services at one of the nation’s leading health and fitness clubs before joining Carson. She likes to have a deep understanding of an advisor’s business and deliver value-added solutions that will truly transform how they do business and improve their clients’ experience.

When she’s not at work, Katie likes to stay active through running or fitness classes. However, most of her time is spent in her kitchen with her husband creating new recipes or spending as much time possible with her two beautiful, funny and smart daughters.