Katie Weinschenk
Wealth Advisor
Katie believes every individual leads a vivid and complex life. As a partner in each client’s journey, she is dedicated to helping every individual forge a path to financial security tailored to their needs and goals with clarity and confidence.
Her practice encompasses comprehensive investment management, retirement planning, life insurance evaluation, education funding, and legacy planning. She integrates tax preparation services into her practice to ensure a holistic approach that aligns with her clients’ investment strategies.
Katie holds a Bachelor of Science degree from the University of Wisconsin-Green Bay and came to TMS Financial with almost a decade of experience on the administrative side of wealth advising, allowing her to bring an abundance of experience to her role. Katie spent the first two years at TMS working with its founder, Mike Savolt, honing her skills in both wealth advising and tax preparation. Katie holds her Series 7 and Series 66 licenses and is Life Insurance and Variable Annuity approved, underscoring her commitment to professional excellence and client-centric service.
In her free time, Katie devotes time to her husband, Aaron, and their Goldendoodle, Ruby. Katie also enjoys traveling, reading, and finding space in her garden for the newest perennial.