Katie started 2021 with a new job as a receptionist at Legacy Financial Group and by the beginning of 2022, she was promoted to Client Services Specialist. Even with a background in customer service covering a variety of industries, much of the financial world has been new to her. Katie is undaunted, however, as her desire and drive to continue learning and to work hard were what allowed her to earn an MBA in 2009 from Iowa State University while working full-time. Katie’s ambition to understand the business more in depth, led her to obtaining her FPQP® (Financial Paraplanner Qualified Professional) certification.
She loves reading – especially suspense and thrillers, watching movies, paper crafting, and cheering on her Cyclones. As an avid Disney princess fan, Belle is her favorite, and her collection of Beauty and the Beast memorabilia continues to grow. Katie and her husband, Shane, stay busy with two high schoolers still at home and visits to the oldest, a recent college graduate who resides in Cedar Falls.