In a world where financial security can feel like an impossible dream, Katie Reber stands as a testament to what hard work can achieve. Her journey into the financial services industry wasn’t just a career choice — it was a mission born from a deeply personal experience. Just before retirement, Katie’s mother lost a significant portion of her retirement savings due to traditional financial management. It exposed a painful truth: most families are left vulnerable to market losses, taxes, and fees, with no one stepping in to help. This loss, coupled with her mother’s passing from brain cancer, became the catalyst for Katie’s dedication to protecting families from similar fates.
Katie’s background is rooted in education, service, and a genuine passion for helping others. She spent years as a family support professional, interim education facilitator, advocate, and coach — roles that not only shaped her character but also solidified her commitment to making a difference. Her transition into financial services was driven by a desire to share little-known strategies that can help families eliminate unnecessary risks, taxes, and fees. Today, Katie empowers clients to secure their financial futures with confidence.
“My mom’s experience taught me that most people are simply unaware of safer, smarter ways to protect their savings,” Katie explains. “I’m here to change that.”
Katie’s approach is centered on integrity, education, empathy, and diligence. She takes the time to understand each client’s goals and concerns, offering personalized solutions that align with their values. Her clients aren’t just numbers — they’re families, individuals with dreams and fears, and Katie’s mission is to ensure they never have to experience the kind of loss she witnessed firsthand.
But Katie’s impact goes beyond financial planning. She volunteers with “People Helping People” in Utah, coaching women on building resumes and recognizing the power of their transferable skills. She also works with “Friends for Sight,” providing vision screenings to children in schools. For Katie, giving back is a natural extension of her mission to empower others.
Katie’s story is a reminder that financial planning is not just about money — it’s about peace of mind, legacy, and the ability to protect what matters most. Her clients know that when they work with Katie, they’re not just getting a financial strategist — they’re gaining an advocate who genuinely cares about their future.
If you’re ready to protect your financial future and secure the legacy you deserve, Katie Reber is here to guide you.
