Wealth Management Advisor
Jackson, Missouri
Katie Lorberg is a Wealth Management Advisor serving clients from Visionary Wealth Advisors’ Jackson, Missouri office. With a background that blends technical expertise and personal connection, she helps individuals and families gain clarity, confidence, and direction in their financial lives.
Katie’s interest in financial planning began early. She was drawn to algebra and accounting in school, enjoying the challenge of solving complex problems and putting pieces together. Financial advising allows her to apply that same analytical mindset in a deeply personal way, helping clients organize their financial picture and build plans that reflect their goals and values.
She has worked in financial services since her sophomore year of college, beginning as a teller at a community bank where she saw firsthand how trust, relationships, and money intersect. During college, she worked closely with business clients, analyzing structures, cash flows, and projections to ensure they had the right financial framework in place. After a brief time working with physician practice groups at a local hospital, Katie returned to financial services, joining the bank’s wealth management division. Over the next decade, she helped clients from many walks of life pursue their financial goals and earned her CERTIFIED FINANCIAL PLANNER® designation. She often stepped into more complex planning cases that required deeper strategy and coordination.
Most recently, Katie worked with a niche-based financial planning firm serving physicians nationwide. There, she focused on comprehensive, personalized action plans that addressed each critical element of a client’s financial life.
At Visionary Wealth Advisors, Katie values the firm’s independence. As part of an independent, non-proprietary RIA, she advises clients without quotas, sales targets, or product bias. She appreciates being able to sit on the same side of the table as her clients and lead in their best interest.
Katie finds the greatest fulfillment in bringing peace of mind to those she serves. Whether explaining financial concepts in clear, practical terms, helping someone see that retirement is achievable, or guiding a family in building a lasting legacy, she values walking alongside clients through each season of life.
She serves as a lead advisor in the Jackson office and also contributes operationally to ensure a smooth client experience. Katie is a member of the inaugural Visionary Wealth Advisory Council, collaborating with firm leadership on strategic initiatives that strengthen the organization and enhance client service.
Katie holds the CERTIFIED FINANCIAL PLANNER® designation, the Series 65 license, and a Life and Health Insurance license.
A graduate of Jackson High School, Katie has lived in the Jackson, Missouri area for most of her life. She and her husband, Tyler, her high school sweetheart, live just outside the city limits on their family farm. They have three children: Cooper, Brynlie, and Rhett. Family life is full and active, from rodeo competitions and crafting projects to caring for horses, goats, and cows. Evenings on the farm, fishing or simply enjoying nature, are some of her favorite moments.
Katie and her husband are deeply involved in their church community. Tyler serves as a youth and rodeo pastor, and together they lead a youth group and organize monthly activities for students in grades seven through twelve. They also bring church services to rodeo communities across Missouri, meeting Sunday mornings before events so families can gather for worship. Tyler preaches, Katie leads worship, and they cherish the relationships built through serving others in this unique way.
For Katie, being a “Visionary” means living with a confident expectation for good things to come and intentionally planting seeds today that will grow into lasting value and purpose for the future.
