facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Katie Martin, CFA, CFP® Thumbnail

Katie Martin, CFA, CFP®

Wealth Management Advisor

View Katie's Home Page

Katie Martin, CFA, CFP® serves as a Wealth Management Advisor at Visionary Wealth Advisors. Her passion is to help clients create financial peace of mind by partnering with them to help them build and implement a plan aligned to their goals and what they value most.

To Katie, “Being a Visionary means thinking differently about investing. Investments are a means to an end - it’s most important to spend time talking about what the ideal “end” looks like for each client. We all have unique hopes, dreams, ambitions, and ideals we value, and I want to work with my clients to build a plan to help them achieve what matters most."

Katie also serves as the Chairperson of the Investment Committee for Visionary Wealth Advisors. This Committee oversees Visionary’s separately managed account portfolios and investment lineup.

Katie earned a Bachelor of Science degree in Finance from Bradley University. She earned the Chartered Financial Analyst® designation in 2005 and the CERTIFIED FINANCIAL PLANNER™ designation in 2018.

Before joining Visionary, Katie spent 17 years in the Research Department at Edward Jones in various roles. Her most recent role was as a Senior Area Analyst, who led a team of analysts conducting portfolio construction and asset allocation.

She currently lives in Columbia, Illinois, with her husband and two daughters. When not busy with her kids’ activities, she is an avid runner and loves to cook. Their family also likes to spend time boating on Lake Carroll, outside Katie's hometown of Lanark, Illinois.