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Katie Redle is an associate in the wealth transfer practice. She is known for her ability to help clients understand complex wealth transfer and asset protection strategies, and to design solutions that appropriately accomplish their goals and objectives.

With over 10 years of experience, Katie specializes in insurance solutions, estate and gift tax planning and business succession planning.  She also specializes in helping high net worth individuals and closely-held business owners successfully transfer wealth, while focusing on the not only the tax and financial implications, but the personal impact on those involved. In addition to this, Katie has presented in Plante Moran's external client individual year-end tax webinar, showcasing her expertise.

Katie holds a BSBA in finance and a Master of Taxation (MTax) from the University of Akron.

Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.


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Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
Katie Redle Wealth Management
Article August 18, 2017 3 min read
Preserving the legacy for your business
As a business owner, you want to ensure the growth, success, and sustainability of your company. Your best ally in pursuit of these goals is your employees, and additional incentives can help reward key staff for their performance and encourage their ongoing efforts as you plan for the future.
Katie Redle Wealth Management
Article May 16, 2017 5 min read