Our Qualifications

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 20 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.