Katie holds a Master of Science degree in Financial Planning and Analytics from Utah Valley University where she also completed her undergraduate degree in Business Management. Prior to Capita, she spent 9 years at Raymond James and 2 years at Fidelity Investments. Katie is passionate about helping all individuals, especially women, feel confident about their own personal finances. When not chasing her husband and 2 boys on their dirt bikes, Katie enjoys weekend road trips and trying new recipes.
by Good Riot