About Katie (Keary)
Katie knows that what she does is so much more than just crunching the numbers. It is about building relationships with people to help them build short- and long-term financial plans that can put their minds at ease, guiding them to a future that they can feel confident striving toward.
Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.
She also helps clients navigate the financial challenges and decisions divorce can bring.
Katie is a proud resident of Maplewood, Missouri, where she spends her free time practicing yoga and spending quality time with her husband, son, and friends.
Education and Professional Milestones
-University of Missouri - bachelor’s degree in human environmental sciences with an emphasis in personal financial planning
-Has worked for The Sher Group as a paraplanner and Moneta Group as a client service manager
Katie knows that what she does is so much more than just crunching the numbers. It is about building relationships with people to help them build short- and long-term financial plans that can put their minds at ease, guiding them to a future that they can feel confident striving toward.
Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.
She also helps clients navigate the financial challenges and decisions divorce can bring.
Katie is a proud resident of Maplewood, Missouri, where she spends her free time practicing yoga and spending quality time with her husband, son, and friends.
Education and Professional Milestones
-University of Missouri - bachelor’s degree in human environmental sciences with an emphasis in personal financial planning
-Has worked for The Sher Group as a paraplanner and Moneta Group as a client service manager