As Senior Vice President, Regional Team Lead, Katie brings nearly two decades of experience in finance and law to lead Sequoia advisors in providing tailored, wholistic planning to clients across the wealth continuum.

Katie’s deep experience lies in working inside and outside of successful businesses to help entrepreneurs and professionals organize, optimize, protect, grow, and transfer their wealth on their terms. Using her law background and experience in estate planning, tax planning, risk management, and financial planning, Katie collaborates with team members across the firm to craft and execute on comprehensive plans that are intentionally designed to achieve client goals while simplifying complexity.

Katie plays a key role in delivering on Sequoia’s BUILT FOR YOU promise by creating advisor teams around each client that are tailored to the client’s unique background and needs. She recognizes that building and sustaining wealth is a journey and feels privileged to walk alongside clients as they navigate what wealth means to them.