Investment Advisor Representative
Katie is a Retirement Guide that helps clients with their retirement goals and plans. She also works behind the scenes, running many of the background operations. She is in charge of managing Eric Scott Financial’s bookkeeping and company finances. She also assists with events and radio advertisements.
Katie has been a key part of Eric Scott Financial’s team since 2011. She recently completed an Associate of Science in Business Administration and is currently studying Finance at Dixie State University. She became a licensed Investment Advisor Representative in 2015, so look forward to seeing more of her smiling face in the future.
Katie grew up in Northern Utah and has lived in St. George for over 10 years. She and her husband have three beautiful children who always keep them on the go. In her spare time, Katie is a yoga enthusiast and enjoys hiking, mountain biking and spending time with her family.
Katie is an Investment Advisor Representative registered with Horter Investment Management, LLC.