Katie brings a unique mix of interpersonal skills, creative insight, and a fresh perspective to the RSMA Wealth Management team. With a degree in Sociology from the University of California, Santa Barbara, she combines a strong understanding of human behavior with a commitment to building meaningful client relationships.

Prior to joining RSMA, Katie owned and operated a small art business, where she honed her ability to connect with clients and provide exceptional service. Her entrepreneurial experience, combined with her academic background, allows her to approach client interactions with empathy and attention to detail.

Originally from California and having lived in Seattle, Katie is thrilled to be back in the Pacific Northwest, now calling Portland her home. Outside of work, she enjoys painting, spending time outdoors, and dancing, all of which fuel her creativity and passion for connecting with others.