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 a CPA-based financial advisory firm. Before that, she served as Chief Executive Officer and financial advisor for a registered investment advisory firm on the West Coast. Katie also has project management experience in the biopharmaceutical industry. 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 recently 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.