Katie serves Curi Capital as a Wealth Advisor, following the acquisition of Park Ridge Asset Management.

Prior to joining the Curi Capital team, Katie was an Investment Associate with Park Ridge Asset Management for seven years, up until the acquisition.

Katie graduated Summa Cum Laude from Liberty University in 2015 with a BS in Business Administration, with a focus in Financial Planning. She also earned her Certified Financial Planner™ designation.