Designations and Licenses

Katie holds insurance licenses in Kansas and Missouri.

Experience and Education

Katie focuses on new business development. She works primarily with business owners and senior-level executives, helping them formulate and implement financial plans. She also works with nonprofits, foundations and institutions.

Katie began her career as a financial advisor with Piper Jaffray in 2006. Piper was acquired by UBS where she advanced to account vice president. Katie joined Mariner as a senior wealth manager in 2009 and migrated to the role of senior wealth consultant in 2010. She became a principal in 2019.

Katie has a bachelor’s degree in business administration from Texas Christian University.

Personal Interests

Katie serves on the Advancement Board for the University of Kansas Health System, Greater Kansas City Community Foundation Advisory Board and the Foundation Board for Johnson County Community College. In addition to her board commitments, she volunteers her time at her children’s grade school. She is part of the Kansas City Royals ownership group and a board member of the Dunn Family Council.