Katie Wagner, CFP®
Partner, Financial Advisor
(248) 633-8176 | email@example.com
Katie thrives on working to provide financial peace of mind and helping clients achieve their goals. Katie started in the wealth management industry in 2009, first in New York City and then in Denver. She is a graduate of Cornell University and a CERTIFIED FINANCIAL PLANNER™ professional. When she’s not helping clients she is spending time with her husband Drew and her sons Andrew and Thomas. She is the chair of the Investments Committee at Christ Church Cranbrook, a member of the Financial Planning Association, and involved in the Bloomfield Hills Pi Phi Alumnae Club. She enjoys skiing, hiking, and fitness activities of all types.