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About Mountain View Financial

For many successful individuals and couples, money creates stress when there’s a lack of clarity. This may relate to what the future will look like, how you’ll be able to live, and if you’re tapping into all of your financial opportunities. Mountain View Financial was founded to help relieve people of this uncertainty.

We’re committed to working closely with a small group of clients to create confidence in the future. Through strategic planning, personal service and ongoing advice, we help ensure your hard-earned wealth translates into the goals you want to achieve.

Teaming up with us means having someone to keep you on track, year after year, as you make the most of the climb to your mountain top and joyfully live out your life.

Katie Kirkpatrick Photo

Katie Kirkpatrick

Financial Advisor

Katie received her MBA from the Kellogg School of Management at Northwestern University in 1991 and her bachelor's degree from The Colorado College with phi beta kappa honors in 1986.

Katie has over 30 years of experience in the financial and banking industry and started her independent firm Mountain View Financial, Inc. in 2004. Katie has completed her series 6, series 7, series 65, and series 63 and she holds Life and Health Licenses as well. She works with clients in several states including Idaho, Oregon, Washington, Colorado and California.

Check the background of this firm/advisor on FINRA’s BrokerCheck.