Katie received her Bachelor of Arts in English and History of Art & Architecture from the University of Pittsburgh. She then received her Master’s of Education, also from the University of Pittsburgh.
As a Financial Advisor, Katie works with individual clients to assess their financial needs and long term goals with a particular focus on helping younger clients get started in their financial lives. With a one-on-one relationship, she creates and implements effective, personalized strategies that will help them achieve their goals through budgeting and savings plans, investment strategies and tax management.
As a Certified Divorce Financial Analyst, Katie consults on divorce-related matters, helping either couples or individuals in the pre-, during- and post-divorce stages to sort out their finances. She is collaboratively trained, so she can act as a neutral for both parties or as an advocate for one party.
Katie also prepares tax returns, consults on estate planning and execution and provides insurance services.
She is a member of CLASP (Collaborative Law Association of Southwestern Pennsylvania) and currently serves as Treasurer of the Board of Directors of the Bloomfield Development Corporation.