Chief People Officer
Katie has been involved in the financial services industry since 2008. Prior to joining Savant, she was the Chief Talent Officer for Wipfli Financial Advisors. Before that, she served as Chief Executive Officer and financial advisor for Equius Partners, a registered investment advisory firm on the West Coast. Katie was also a project manager for PDL Biopharma. She earned a bachelor of arts degree in biology with a minor in chemistry from the University of San Diego.
Katie is married to Bob and has two sons, Aiden and Cody, and a dog Mack. They relocated to the Midwest from Marin County in the San Francisco Bay area. Katie volunteers at her children’s school, and they love the outdoors, especially hiking, biking, skiing and camping. Every year they spend their summers in Lake Tahoe. Katie is passionate about healthy eating and a healthy lifestyle. She loves to cook but readily acknowledges that Bob has better skills in the kitchen.