Katie runs the operations of Aaron's business while helping with the creation, proposal, and implementation of investment accounts and financial documents.
Katie holds her Life, Accident & Health and Series 6, 63, 65 and 7 licenses through LPL Financial. She also holds the ChFC designation.
Katie can help you with the following:
- Operational requests such as placing trades, providing account values, processing check requests, IRA distributions, wire transfers, and gain/loss information.
Katie joined Aaron in 2007 after graduating from the University of Minnesota, Morris. Katie ensures clients' planning recommendations are seamlessly implemented and assists with any account or policy requests.
Katie is married to Paul, who works for Medtronic. They have two sons, Carter and Jack, and a daughter Hadley. Katie enjoys spending time outdoors with her family, trips to the dog park with her black lab Lucky, 90's comedies, cooking, and the Minnesota Vikings.