Katie Martin, CFA, CFP®
Sr. Wealth Management Advisor & Investment Committee Chairperson
Katie Martin, CFA, CFP® serves as a Sr. Wealth Management Advisor at Visionary Wealth Advisors. Her passion is to help clients chart a course to achieve their goals by building personal connections and uncovering what they value most. In addition, she also leverages her previous analytical experience to serve as the Investment Committee Chairperson for Visionary Wealth Advisors.
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 individual 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 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.
Prior to 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 was responsible for leading a team of analysts conducting portfolio construction and asset allocation.
She currently lives in Columbia, Illinois and is excited to be building her client base in the Monroe County area. She and her husband, Bret, love to be outdoors – running, hiking, and biking – when they’re not cheering on their daughters, Gabrielle and Eve, from the sidelines. They also like to spend time boating at their lake house on Lake Carroll, outside Katie’s hometown of Lanark, Illinois.