Katie O'Neill, FPQP®

Katie plays a critical role in ensuring seamless operations and delivering exceptional client experiences as a Paraplanner. Having developed into this role from her previous positions as Client Relations Coordinator and Operations Associate, Katie exemplifies growth and commitment to excellence in her career.

She holds a Bachelor’s degree in Microbiology from Montana State University and a Master of Finance from Colorado State University. Katie’s professional journey began in microbiology, but her curiosity about finance’s transformative potential on life goals inspired her to change paths. Her story is one of passion and perseverance, showcasing her belief in the empowering role of financial knowledge in achieving personal and professional milestones.