Katie L Wilson, MBA
Wealth Advisor & Founder
Meet Katie. Entrepreneur, daydreamer, financial planner. Passionate about mothering, nature, meaningful relationships, comfortable spaces, personal finance, mountain summits, clean cooking, thrift shopping, conservation, travel, and socially responsible investing.
For ten years, Katie has built her career from part-time college intern to indispensable partner, and most recently, as founder of her own firm. She’s demonstrated business acumen through increasing productivity and growth in her previous role, having ingeniously developed proprietary client planning and service tools. While raising a young family, she has maintained a full-time dedication to her work.
Katie promotes sustainable and responsible investments to both clients and other financial professionals, educating about the environmental, social, corporate governance and risk management benefits of SRI.
Katie empowers clients and team members to pursue their personal and professional goals with warmth and patience. She works diligently to serve clients, incorporating a business model to meet the needs of millennials, and offering solutions for intergenerational financial planning. Also serving employees of corporations and not-for-profit organizations, Katie delivers education for financial foundation by encouraging saving for future needs, and reaches underserved communities in the process.
Most importantly, you'll find Katie committed to fun and exploration with her young, curious family, advocating for charitable organizations, like Riverkeeper, and engaging with other community initiatives.
Graduate of Thomas College, B.S./M.B.A. in Finance
FINRA Series 7 & 63. NYS Life, Accident & Health Insurance Licenses
Candidate for the rigorous CFP® certification
Member of NYS Sustainable Business Council and American Sustainable Business Council, Women in Pension’s Network, Ellevate Network—Hudson Valley Chapter, Ambassador to Riverkeeper