About Katie
My career has been steered by my commitment to connecting people with tools to help them live their best lives. For 20 years, I worked as a therapist, resource coordinator, and services manager, focusing on helping people access programs to improve their wellbeing. I joined Thrivent to continue my work in helping people create a better future for themselves, their families, and their communities.
My personal and professional background—as a single mom to an 11-year-old girl and the family services manager for the Children’s Hospital of Wisconsin— inspired a particular passion for supporting clients with unique challenges. A big believer in empowering people to make decisions with courage and confidence, I enjoy working with women as well as families with children with special healthcare needs to gain financial clarity.
I have lived in the Greater Milwaukee area for 10 years. In my free time, I enjoy watching college basketball, dancing, and gardening. I love anything outdoors. I have built and slept in an igloo (I don’t recommend it!), and enjoy hiking, biking, and kayaking with my daughter.
Client-Centered Services
I meet clients where they are at. In our first meeting, we can be conversational or action oriented. It is up to you! I commit to make every interaction comfortable, positive, and value-add. After I understand your goals and concerns, we spend some time gathering information needed to analyze your situation so I can make some recommendations. How and what you implement is up to you. I am here to help advance your goals and create options to improve your financial picture.
Education & Credentials
· FINRA Series 7 General Securities Representative
· FINRA Series 66 Uniform Combined State Law
· Life and Health Insurance Licenses
· MA in Counseling, Seattle School of Theology and Psychology
· BA in History, UCLA
Meet My Team
Waukesha Office
Laura White
Laura joined Thrivent full time in 2021 in our Burlington office acting as the social media manager and event coordinator. Her role has expanded over time and she now helps with client relations & communication, plus much more. Laura lives in Burlington, loves spending time with her two kids and reading in her spare time.
- Title
Licensed Office Professional
- Location
189 E. Chestnut Street, Burlington, WI
- Phone
- 262-757-0199
Shoreline Group
We see it as our mission to help people be wise with money. As Christians, providing for our families, supporting our communities, and helping those less fortunate are central to our relationship with finances. Accumulating wealth is not an end in itself, but a means to make our world better. Our calling is to be a light in the financial world, and to alleviate the fear, anxiety, and stress that often come with finances. We seek to guide people holistically toward surplus and financial confidence.
- Title
Team Practice
- Location
7 Southeast Wisconsin Locations
- Website
- https://connect.thrivent.com/shoreline-group