Katie Pfeifer, CFP®

Partner & Head of Workplace Solutions

Louisville

Leadership Team

Biography

Katie is a Partner and the Head of Workplace Solutions in the Louisville office where she is responsible for developing strategy for onboarding new partnerships, the expansion of existing partnerships, and the organic growth of individual client engagements. She is also a member of the firm’s Leadership Team.

Prior to joining Cerity Partners, Katie served as the Managing Director, Corporate Relations at ARGI Financial Group. Additionally, she spent 9 years with Hilliard Lyons, LLC (Baird), a regional broker-dealer in the Midwest, where her focus was on servicing the needs of clients and investment management activities.

Education

  • B.S. in Finance from Western Kentucky University

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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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.