Since 2006, I have been blessed to work for Edward Jones; a company that truly understands what it means to serve clients, the community and the individuals who work for this great firm.

Prior to Edward Jones, I was a counselor at St. Louis University. I have a master’s degree in counseling because, from a young age, I always had a desire to help people. During my first eight years at Edward Jones, I had the opportunity to work at both our St. Louis and Tempe home office locations where I trained hundreds of financial advisors and branch teams throughout the country. After years of training financial advisors and watching them help make a difference in their clients' lives, I realized that a career as an Edward Jones financial advisor would bring me back to my passion of helping people in the most direct and impactful way.

Since 2014, I have had the opportunity to draw upon my counseling experience, empathy and empowerment skills to help individual investors and business owners achieve their goals. I also love working with employers that offer 401(k), 403(b), Simple IRA or SEP IRA retirement plans to their employees. My dad was a small business owner, so I understand the importance of providing education and service to local businesses and their employees.

When not in the office, you are most likely to find me traveling the world. In addition to my wanderlust, I am a passionate volunteer for the Animal Protection Association and a fervent supporter of the United Way. I am also a certified yoga instructor (RYT® 200), love cheering on the St. Louis Blues and spending quality time with my family and friends.

If you are interested in partnering with an experienced professional with a focus on education and empowerment, give my office a call. I’d love to have a conversation with you and see how we can help you achieve your dreams!

Katie

Email me: [email protected]
Call me: 314-862-1592