Back to All People

Client Advisory

Biography

Kati is a Principal in the West Texas office.

Prior to joining Cerity Partners, Kati served as a Financial Advisor at FJY Financial. She initially joined FJY Financial in July of 2019 as an Associate Financial Advisor.

Education

  • M.S. in Personal Financial Planning from Texas Tech University
  • BBA in Marketing from Texas Tech University

Highlights

  • Member of Kapa Delta Sorority
  • Served as Chapter President of Kappa Delta Sorority while attending Texas Tech University
  • Former member of Student Alumni Association at Texas Tech University
  • Former Vice President of the Student Alumni Board at Texas Tech University

Connect with Kati

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.