Katie Martin, CFA, CFP® serves as a 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.
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 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 with her husband, Bret, and daughters, Gabrielle and Eve. They enjoy running, Jeeping, and cooking.