Headshot of Katie Edwards

I’m a conservative person, but I’ve jumped out of a perfectly good airplane for fun.

Katie Edwards
Relationship Manager, CFP®, CPWA®

Experience

As a relationship manager in our Wealth Management group, my passion is helping successful families grow, manage, and protect the wealth they’ve worked so hard to create. My specialties include personal financial planning, comprehensive investment consulting, income tax planning, multigenerational estate planning, life insurance planning, and advanced wealth transfer techniques.

Acting as a personal CFO for my clients, I’m known for providing holistic financial guidance that aligns with my clients’ unique and individual needs, as well as delivering comprehensive wealth management strategies to optimize their investments and personal balance sheets. It’s incredibly rewarding to play a part in families gaining greater confidence in their financial future.

I have more than 14 years of experience, and I belong to the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute (formerly Investment Management Consultants Association/IMCA). I hold an NASD Securities License Series 65. I have a B.S. in finance from the University of Dayton.

When I’m not helping my clients, I’m spending time with my husband, daughter and two dogs.