Katie McKinney, Financial Advisor
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Business Retirement Plans
  • Estate & Legacy Strategies

About Katie

As a financial advisor, I am driven by the desire to help others through some of life's greatest joys and also the darkest of valleys. I chose a career in financial services to guide you through both with perseverance and purpose. I work to understand your individual situation and offer a tailored approach to reach your financial goals.

Originally from Canadian, Texas, I realize the importance of a community, family and the continued investment in both. My husband, Josh, and I have two wonderful kids and live on our ranch between Shattuck and Laverne. We are involved in several surrounding...

Education

  • Oklahoma State UniversityBachelor of Science

Personal Interests

  • Tennis
  • Volunteering
  • Real Estate
  • Cooking
  • Community Outreach

Team Members

  • Mary Mathison
    Sr. Branch Office Administrator
  • Robin Miller
    Branch Office Administrator
  • Chonda Miller
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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