Katie has a Bachelor of Science in Public Administration and Political Science from the University of Wisconsin – Green Bay. Katie has been with Vision Investment Planning Group since 2014. She is responsible for coordinating our administrative functions, including scheduling appointments, assisting the financial advisors, and acts as the primary liason between clients and Vision Investment Planning Group’s advisors.
In her spare time, Katie enjoys spending time with her husband, Aaron, and their goldendoodle, Ruby. She also enjoys gardening and home improvement projects in the summer and snowshoeing and quilting in the winter as well as travelling whenever she can.