Senior Wealth Management Associate
Katie joined Campbell Wealth in February 2020 as a Senior Wealth Management Associate. Katie comes to Campbell Wealth with 10+ years of experience in the financial services industry. She holds her Series 7 & 66 registration and insurance licenses.
Katie is a recent transplant from the Mountain West, growing up in Idaho and developing her early career in Salt Lake City, Utah. She is a graduate of Boise State University with a BA in Public Policy and a Masters in Curriculum & Instruction. She is currently pursuing a Professional Certificate in Financial Planning from the University of Utah.
Katie lives in Manassas Virginia with her husband Jason and daughter Lily. She enjoys cooking, reading, learning the fiddle and outdoor activities such as hiking and kayaking.
How Katie Benefits You
As a member of the Wealth Management Team, Katie helps in maintaining and enhancing client relationships.