“We make a living by what we get, but we make a life by what we give.”

Katie joined Badgley Phelps in 2017 as a Research Analyst to further her career in a way that would provide more direct connection with clients. She enjoys the intellectual challenge of researching and recommending stocks, and also finds great satisfaction in seeing those investments help clients achieve their financial goals.

"Work hard, be kind, and give thanks. At the end of the day, you'll never regret doing any of these."

Katie started her career in the marketing department of Touchstone Investments in Cincinnati, OH and later joined Rainier Investment Management in Seattle. During her eight years there, Katie moved from a marketing associate role to an institutional equity research analyst.

A Midwest native, Katie lives in the Seattle neighborhood of Maple Leaf with her husband and their two young daughters. In her free time, she enjoys reading great literary works including Goodnight Moon and The Cat in the Hat, breaking a sweat at The Bar Method, or waterskiing. She also loves cooking comfort food and is fascinated with the housing market and the Millennial generation.

EDUCATION

  • Bachelor of Arts, DePauw University, Greencastle, IN

INVOLVEMENTS

  • Member, CFA Institute
  • Member, CFA Society Seattle
  • Member, Mothers in Finance
  • Founder, Pay It Forward