About
As a tenured advisor and founder of The Larsen Group, Katie is poised to handle each client's unique situation. Since 1994, she has been dedicated to bringing high net worth clients a rare combination of personalized, yet disciplined, planning-based wealth management strategies. Looking beyond their investments, Katie offers clients advice and guidance about preparing for retirement, wealth transfer strategies, tax minimization, insurance, and education planning services. An integral part of her process is building and nurturing long-term relationships with clients and their families. She is dedicated to taking care of their financial health and guiding them through the many economic changes they’ll face during their lifetimes. Katie’s belief is that her work ethic, integrity and consistent client communication are crucial to providing the high-quality standard of wealth management that clients deserve.
At The Larsen Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.
