Kathryn (Katie) Senn enjoys building strong relationships with her clients. She wants to know about their lives, jobs, families, and goals to get to know them as people and understand their financial goals. She runs financial plans and revisits them as often as necessary to model different scenarios to help her clients choose different options.

By using Wealth Studios, Sequoia’s interactive software, Katie can update goals in real time to help her clients visualize different options. She says it helps clients see how various goals affect their plans and their necessary savings goals to get there. This exercise helps clients feel empowered because they know exactly what to do to achieve their dreams.

Katie measures success by helping clients attain their personal goals and financial metrics, enabling them to live fulfilling lives.

Katie is a CERTIFIED FINANCIAL PLANNER™ professional. She graduated from The University of Akron with a Bachelor’s degree in Business Administration. She lives in Wadsworth, Ohio, with her husband and two dogs, and she enjoys camping and gardening.