Katie Umland
Head of Marketing

Meet Katie Umland, our Head of Marketing and the co-host of our “Retirement Readiness” podcast. 

There are a few things in this world I’m passionate about: my family, my health, and helping our team guide clients to live for their greater purpose. Oh, and I can’t forget deep-dish pizza.

In April 2022, my husband, Alex, and I welcomed our first child, Dylan. As any parent knows, bringing new life into this world really helps you understand what’s most important. That’s why I truly cherish the time spent with my family, like the evening walks we take together every night.

In fact, I’m convinced that heaven looks an awful lot like reading a book on the couch while my husband watches the White Sox game with Dylan by his side.

I know family and faith are important to the clients we serve as well. That’s why caring for your and your loved one’s financial future is a responsibility I don’t take lightly. I consider all clients an extension of my family, and that means caring for their financial needs as if they were my own.

Connect with Katie Umland on LinkedIn or meet the rest of our team.