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

Waukesha Office

Joanna Vos

Joanna Vos

Joanna, who spent many years in Southern Wisconsin, now in Desoto, KS supports our amazing clients with her vast knowledge of Thrivent products and systems. When not supporting Thrivent clients, Joanna enjoys outdoor fun and camping at the lake, crafting, gardening, and spending time with her grandchildren.


Insurance Office Professional

    Shoreline Group

    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. 


    Team Practice


    7 Southeast Wisconsin Locations