Katie began her career with Sloan Financial Group, LLC in 2003. Since joining the group she has learned virtually every aspect of the business.
Most notably, Katie holds a FINRA securities license 7 and 63 and is a Registered Representative assisting with securities accounts and service. She is a registered tax preparer, licensed in life, accident and health, and property and casualty insurance, plus she is our "go to" professional for long-term care options.
Katie and her husband Alan have three children, Maddox, Sawyer and Carter, and live in Clover.