Katie joined our firm in April 2019. Previously she worked as a Senior Investor Services Representative at Stone Coast Fund Services in Portland, Maine. Katie graduated from Boston University with a B.A. in Political Science and minor in Business Administration. Among her specialties are ESG investing and comprehensive financial planning; she achieved the Certified Financial Planner (CFP®) designation in March 2021. Most recently, Katie has been named to the Mainebiz Nextup: 40 Under 40 list*, which recognizes young business professionals in the state of Maine. She was chair of KV Connect in 2022 and was named Emerging Leader of the Year by Central Maine Growth Council in 2021. She is also the varsity field hockey coach at Messalonskee High School. Katie loves to stay active and enjoys running, yoga and skiing, but is always ready for a relaxing day at the lake! She lives in Sidney with her husband, Zach, their daughter, Charlotte, and goldendoodle, Bodhi.
*This award is based on selections by MaineBiz judges panel from reader nominations. This award is not representative of the views of clients and is not indicative of future performance or services.