Joined Northern Trust
- Bachelor of Arts from the University of Wisconsin
- Certified Financial Planner (CFP®)
Katie is a Trust Advisor responsible for providing holistic wealth management services for individuals, families, non-profit organizations and foundations. Katie has expertise in financial planning, wealth transfer, fiduciary standards, tax management, investment management, philanthropy, family communication and financial education. She has more than 20 years of experience in financial services.
Prior to joining Northern Trust in 2008, Katie worked at Landaas & Company for four years, where she served as an Associate Investment Advisor. Prior to that, she worked at Strong Funds in sales, service and training positions.
Katie has served on the board of the Planned Giving Council of Eastern Wisconsin, and as a tutor for Literacy Services of Wisconsin.