Katie joined as a member of the Scott Jarred team in 2022. As our Client Relationship Specialist, she’s the friendly face making sure every detail of your financial journey is handled with care and precision. Beyond that, Katie supports our financial advisors behind the scenes as a paraplanner, helping turn your goals into clear, actionable plans.
Katie earned her Certified Financial Planner Qualified Professional (FPQP) credential and holds a degree from Indiana University. With over 20 years in the financial world, she’s passionate about helping people uncover their “why” — that meaningful reason behind every financial goal.
At home in McCordsville, Katie and her husband embrace the simple joys of life—cheering on their favorite IU Basketball team, catching games and concerts, and soaking up the outdoors with their two kids. She knows how important family is and is here to help you create financial confidence for yours.
