Meet Katie

Hi, I’m Katie. I’m glad you’re here!

I’m a CERTIFIED FINANCIAL PLANNER® professional, business owner, wife, and mom. I began my advising career in 2015 at Edward Jones, later worked at Fidelity, and founded VIE Wealth Management.

My husband, Drew, served 10 years in the Marine Corps before becoming a first responder and now works with the DEA. Our daughters keep us moving: Teagan is a competitive dancer and golfer, and Tessa happily tries a little of everything—from travel softball and cross country to basketball and, next up, wrestling. Outside of work, you’ll usually find me driving to practice or cheering them on. Being there matters to me.

We love traveling, exploring new places, and making memories through concerts, games, and adventures together. I’ve sat across from people who reached retirement and couldn’t enjoy it the way they’d hoped. Those conversations stay with me. Preparing for the future matters deeply, and so does making time for the people and experiences you love today.

Relationships are important to me. Many of my closest friendships go back to grammar school and high school, alongside family, neighbors, and friends we’ve met through our girls’ activities. I treasure those connections—and, as an introvert and homebody, I appreciate quiet time to myself, too.

I have a competitive streak, love a good workout, and especially enjoy running. I’ve completed marathons and half marathons, but what I value most is the time to recharge. Running reminds me to stay patient, keep showing up, and adjust when things don’t go as planned—lessons I carry into life and my business.

“Be the hardest worker in the room” is something I tell our girls, along with being kind, giving people grace, and staying resilient. You never know what someone else is carrying. Those values shape how I raise my family, build my business, and care for the people who put their trust in me.