Katie T.

Katie T. started their work experience in 2009 as a Community Account Manager at United Way of the Columbia-Willamette. Katie then worked at Catholic Community Services, where they held multiple roles including Services Manager and Program Director. In 2015, they transitioned to the role of Director of Program Support (Operations and Quality Improvement) at the same organization. Katie then moved on to Charles Schwab, where they served as a Registered Client Relationship Specialist and Associate Financial Consultant. After that, they worked as a Wealth Advisor at LPL Financial. Currently, Katie is the Vice President of Philanthropy at Second Harvest Inland Northwest.

Katie T. completed their CFP coursework from the College for Financial Planning from 2020 to 2022. Prior to that, they received a Master of Public Administration (MPA) degree with a focus on Public Administration from the University of Oregon. Katie also holds a Bachelor's degree in Sociology and Anthropology from Earlham College. Additionally, Katie obtained several certifications including an Insurance Producer License for Life, Disability, Variable Life & Variable Annuity Lines from the Washington State Office of the Insurance Commissioner in August 2019. Katie also obtained a Series 66 certification from NASAA in April 2019, a Series 63 certification from NASAA in August 2018, and a Series 7 License from FINRA (Financial Industry Regulatory Authority) in July 2018.