Katie Vercio, CFP®

Director of Financial Planning
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Katie has been a CERTIFIED FINANCIAL PLANNER® for a decade and enjoys building long-standing relationships with clients. She finds value in solving problems and being an advocate for clients through various financial complexities. Katie specializes in helping clients with life transitions, such as divorce and retirement, and navigating executive compensation. She enjoys working with families on legacy planning goals, charitable giving, and educating the next generation.

She finds meaning in being active in her community and encouraging individuals to pursue financial planning as a profession. She previously served on the board of the Financial Planning Association of Puget Sound, is a Women’s Initiative (WIN) mentor for the CFP Board, and a mentor to students at Seattle Pacific University.

Originally from Gig Harbor, when not at work you can find Katie appreciating the outdoors with her young family, traveling, and attending live music events.