Katie Nelson





As a paraplanner, Katie works with Dave Herbeck assisting him in all areas of client services and retirement planning. She prides herself on providing an exceptional and positive client experience. Katie has been in the financial services industry for nearly 15 years with previous positions in both investments and paraplanning.

In her free time, Katie loves to spend time outside, going to concerts with her husband Jesse, her two children Kenzie and Callan, and their dog Norde. She hopes to have an RV someday to explore the U.S. with her family.

Katie Nelson