Wealth Designed. Life Defined.

Meet Katy


Katy prides herself in her ability to help clients feel comfortable and at ease in every interaction with our team, making her an excellent Director of First Impressions. Her friendliness and approachable demeanor help set the tone for the office.

A graduate of Kirkwood Community College, Katy has plans to pursue a degree in Finance at the University of Iowa. Katy received customer service awards from her previous employers.

Katy is also a registered 200 HR Yoga instructor and a bit of a foodie. She enjoys spending time with her family, reading and doing outdoor activities.


Favorite Quote:

"Keep your face always to the sunshine – and shadows will fall behind you." – Walt Whitman

Favorite book:

The Nightingale by Kristin Hannah

Favorite Holiday:


Something on my bucket list:

Backpacking some of the Appalachian Trail

Place I'd most like to visit:

Redwood National Forest

My biggest accomplishment:

My daughter!

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