portrait of Katie Wresch

About Katie

I love to work with individuals, families and businesses to create realistic financial goals and implement personalized processes to help accomplish them.

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I love to help make a positive difference in the lives of families in my community.

After 23 years of helping people with their finance decisions, I learned that many people don't know where to begin with their financial strategy. Some people think they need to have a lot of money to get started or are simply afraid....

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Special Needs Financial Considerations

Work History

  • Edward JonesSeptember 2021 to Current
  • Homeside FinancialJanuary 2019 to September 2021

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Dancing
  • Gardening
  • Health & Nutrition
  • Movies & Entertainment
  • Personal Fitness

Team Members

  • Stefanie Wachter
    Branch Office Administrator

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