Katie Floyd

At SJS, Katie serves as Associate Advisor, working alongside Senior Advisors to serve their clients, particularly with financial planning and investment analyses. Additionally, she is also helping to improve SJS-designed financial literacy programs, which they use with students who shadow at SJS as well as may use in potential future community involvement initiatives.

An Ohio native, Katie grew up in Walbridge, graduating from Lake High School. She received a Bachelor of Science in Business Administration with a specialization in Accounting from Bowling Green State University (BGSU), where she also received her Master of Accountancy. While at BGSU, Katie was a member of Beta Alpha Psi, a national accounting society.

Katie began her career at PwC Toledo as a Core Assurance Associate, assisting in the financial statement audits of Fortune 500 companies. During her time there, she passed the four-part exam and met the experience requirements in order to receive her Certified Public Account (CPA) license. Following her time at PwC, Katie became a Senior Financial Analyst in the External Reporting Group at Dana Incorporated, helping to create financial statements as well as perform account analyses.

Katie is a lifelong learner, and she wants to help others do better financially. Outside of work, Katie loves spending time with her family, particularly her golden retriever Winnie. In her free time, Katie enjoys playing volleyball, going to basketball games for her husband Mike, and travelling around the world.