Katie A. Clark

Vice President

Katie is responsible for providing service and support to all firm clients including scheduling client and prospective client meetings, and preparation of client reports.

She joined Financial Wealth Management in September 2014 and was recently promoted to Vice President. Katie graduated from the University of Wisconsin – Madison with a Bachelor’s degree in Sociology. She has a background in Human Resources and Sales.

Katie resides in the Verona area with her family. In her free time, she enjoys spending time playing games and watching movies. During the Summer, she and her family spend most of their weekends at her family cottage. Katie also enjoys cooking and trying new recipes.