VP of Financial Planning
Katherine earned her Bachelor’s Degree at the University of Iowa, where she developed an interest in finance. Shortly after moving back to the Stateline area to be closer to family, she serendipitously met Will and the two immediately clicked. She joined Three Pillars Wealth Management in 2016 as VP of Operations and now serves as the lead financial planner for the team.
Katherine takes a strategically down-to-earth approach to financial planning, making her an asset to clients in all stages of life as she helps them navigate their finances and create realistic action plans to pursue goals for the future. She works closely with all of her clients to ensure they have a holistic understanding of their financial well-being and the tools needed for success.
Katherine holds a FINRA Series 65 and Life, Health & Accident Insurance licenses and is currently working towards her Chartered Financial Consultant (CHFC) licensure.