After graduating early with a Bachelor’s degree from the University of Colorado at Boulder, Katie spent 4 years with American Express Financial Advisors/Ameriprise, building a successful financial planning practice and training new advisors as a member of their management team. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Katie brings a wealth of experience and knowledge to her role as Financial Consultant with Kinecta. She specializes in retirement planning, investment management and insurance planning. In her free time, Katie enjoys traveling and spending time with her family. Katie looks forward to helping you with your retirement planning and other financial needs!
Katie holds the following registrations through LPL Financial: Series 7 and 66
Katie is registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, ND, NM, NV, NY, OR, PA, RI, SC, TX, UT, VA, WA, WI
Sales Assistant Mary Jesse firstname.lastname@example.org Phone: 714.255.9621
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