Kati is dedicated to helping clients and their families build, protect, and transition wealth with clarity and confidence. She brings deep expertise in comprehensive financial planning, investment strategy, retirement planning, and risk management, delivering personalized solutions aligned with each client’s goals, values, and life stage.
Kati specializes in working with navigating complex financial moments, including divorce, widowhood, career transitions, business exits, and other major life changes. Her approach combines thoughtful listening with disciplined strategy, helping clients feel informed, empowered, and supported when financial decisions matter most.
With a strong focus on tax-efficient planning, philanthropic strategies, and intergenerational wealth transfer, Kati helps clients use their wealth intentionally — balancing financial security with impact and legacy. She regularly collaborates with clients’ CPAs, tax professionals, and estate planning attorneys to ensure every aspect of their financial picture is coordinated and aligned.
Before becoming a financial advisor, Kati owned and operated businesses in Englewood and Boca Grande, giving her a practical, real-world understanding of the financial challenges individuals face as entrepreneurs, professionals, and family leaders. This experience shapes her empathetic, education-first approach and reinforces her commitment to long-term partnership and advocacy.
On the Personal Side
Originally from Indiana, Kati relocated to Englewood, Florida more than a decade ago, where she and her family enjoy the coastal lifestyle. Outside of work, she values time with her husband, Andrew, and their children—Brayden, Coleman, Jorden, Makenna, Eli, and Jojo—as well as their three dogs: George Washington, a rescued Dachshund, and Murphy and Nala, Cane Corso puppies.
Kati is actively involved in community initiatives in both Florida and Indiana. In her free time, she enjoys reading, traveling, and spending time at the beach, as well as boating and fishing. She is currently training to run the New York City Marathon in celebration of her 40th birthday.
