A Bay Area native and valued member of the Master Wealth team for over six years, Katie holds an MBA from California Baptist University — where she graduated Summa Cum Laude — and has earned her CERTIFIED FINANCIAL PLANNER® designation. Katie has a passion for walking alongside clients in the early chapters of their financial journey, giving them the clarity and confidence to build toward what matters most. She embodies the drive and dedication that has defined Master Wealth's legacy of outstanding client service. Outside of the office, she enjoys tending to her plants, staying active at the gym, and spending time with friends and family.