1900 Wealth
Katie Richards has a diverse background in various industries, ranging from retail management to interior design. With experience in leadership roles such as Store Manager and Business Manager, Katie has handled responsibilities like financial objectives, client service, human resource management, and marketing. Currently working as a Quality Control Lead at 1900 Wealth, Katie brings a strong background in operations and management to their role. Katie holds a Bachelor's degree in Business Administration and Management from Bellevue University.
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1900 Wealth
1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning. Led by Todd Brockwell, we are successful in preserving and growing wealth because of our level and breadth of knowledge, our passion for our work, and our desire to deliver maximum results. 1900 Wealth is wholly owned by Jefferson Bank and remains independent, locally-owned and ideally structured for convenient, personalized service. Our services include Investment Management, Advisory Services Consulting, Family Education & Governance, Trust, Private Banking, Charitable Gifting, Oil & Gas Management and iDirect™ — our self-managed online portfolio.