Financial Advisor

Katie has a background in education and firm operations prior to financial advising. One of the great joys of her life has been transitioning into direct planning work with clients after 9 years in the industry. She became an advisor in 2022 and is particularly passionate about interpreting the language of finance to give clients the tools and understanding to make decisions about their future.



In addition to her advisor role, Katie oversees compliance, technology, client experience and community relations for the firm. She is motivated to see Cascade Financial Strategies have an impact in Central Oregon both in client success and in partnership with organizations making a difference in the community.

Outside of work, Katie and her husband Steve enjoy travel, boating, off-roading, and time with kids, their granddaughter and other family and friends. At home they host dinners and read detective novels – and take time to watch an action movie once in a while.