Broker Check
Katie White, ChFC®

Katie White, ChFC®

Financial Professional

While growing up, the topic of money rarely came up at the dinner table. Actually, there wasn’t many positive conversations about money at all. This resulted in a lack of good money habits at a young age. I was living for “today” and not planning for “tomorrow”. It wasn’t until I became a financial advisor that I realized the power of taking control of one’s financial situation. This experience is why I prioritize educating and helping my clients feel empowered by their financial decisions.

I strive to develop long-term, personalized relationships with my clients by focusing on their goals, objectives and dreams. Through the trust that we build together, I will give guidance as we develop and implement strategies that will ultimately result in achieving a successful financial future.

Long-term financial planning can be compared to solving a puzzle. There are many moving pieces and parts that can come together cohesively to form one perfect picture. This is achieved through teamwork, planning and problem solving. As a financial advisor it is a goal of mine to be equipped to give my clients accurate information. In a constantly evolving industry, continuously advancing my education has put me in a better position to put those puzzle pieces together as a whole.

I hold the following licenses and certifications:

  • FINRA Securities Registration: Series 7, Series 66
  • Ohio Life, Health and Variable Products License
  • Chartered Financial Consultant®, ChFC®

As a woman in a male dominated industry, I strongly believe that I provide a unique insight and understand the emotional challenges that financial planning can bring. It is important that every individual in the household understand the current financial picture, and have a basic knowledge of investing, insurance, retirement, estate planning and wealth preservation.

When I am not at the office, I am spending time with my dog Asher, a husky mix that is very loving and energetic. We enjoy our weekends taking hikes, spending time at dog parks and occasionally cuddling up on the couch with our favorite show on (yes, he does love to watch TV). I also believe that mental and physical health are an important cornerstone to our overall well being and you can find me at the gym 5-6 times per week. I recently started playing golf and love how mentally and physically challenging it can be!

I look forward to helping you put the pieces of your puzzle together!