portrait of Katie Kolonich

About Katie

My mother started this Edward Jones branch over 24 years ago, and I have been blessed to continue the legacy since 2017. I became a limited partner with the firm in 2023. In 2024, I qualified to attend the Forbes SHOOK Top Women Advisor Summit.

I was raised in Hancock County, and moved to Owensboro, Kentucky, as a teen. I graduated from the University of Kentucky in 2008 and Eastern Kentucky University in 2010. I met my husband, Dave, in Lexington, KY, and we were married in 2012. Our daughter, Jane, was born in 2015. In 2021, we moved back...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Eastern Kentucky UniversityBachelor of Science

Personal Interests

  • Reading
  • Traveling
  • History and Museums
  • Genealogy

Team Members

  • Tara Barrentine
    Sr. Branch Office Administrator
    FPQP®
  • Chelsea Blair
    Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More