Katie began her career with Sloan Financial Group, LLC in July 2003, and since joining the group, she has learned virtually every aspect of the business. Katie is licensed in Life, Accident and Health, as well as Property and Casualty insurance. She is a registered tax preparer, our “go to” specialist for Long-Term Care. Most notably, Katie holds a FINRA securities license 7 and 63 and is a Registered Representative assisting with Securities accounts and service.
Katie is the daughter of Angela Sloan, President and founder of Sloan Financial Group, LLC, and has primary responsibility for the day to day operation of the office. Katie and her husband Alan have three children, Maddox, Sawyer and Carter, and live in Clover.