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portrait of Katie Goins
FINANCIAL ADVISOR

Katie Goins

CFP®
3211 Frederica St Suite I, Owensboro, KY 42301opens in a new window
CallSend Me a Message

About Katie

I began my Edward Jones career in 2018 as a financial advisor in Henderson until I was given the opportunity to move back to my hometown of Owensboro in 2023. I have always had a strong desire to help people, and I believe that working with someone on their financial goals is one of the best ways I can make a difference in a person's life. I will always be open and honest about your investments, costs and any decisions that could impact your long-term strategy (even if it's not what you want to hear at the time!).

I enjoy being...

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • College Savings
  • Business Retirement Plans

Work History

  • Edward JonesOctober 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of Southern IndianaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Music
  • Hunting
  • Community Outreach

Team Members

  • Shannon Heltsley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(270) 685-5144

Fax

(877) 222-3897

Office Address

3211 Frederica St Suite I
Owensboro, KY 42301opens in a new window

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