Katie Brewer, CFP® is a fee-only financial planner who provides comprehensive financial planning for physicians and highly-educated professionals under 55.
She says, “I work with you to relieve money-related stress by helping you clarify your goals, identify and eliminate obstacles to those goals, and create an action plan to achieve them.”
Katie has been honored as one of InvestmentNews’ 2017 40 Under 40, and an Investopedia Top 100 Financial Advisor in 2020, 2021, and 2022.
She has accumulated 20 years of experience working with clients and their finances through some of the most forward-thinking organizations in finance. This philosophy includes comprehensive financial coaching and fee-only services.
Katie lives in the Dallas area with her husband, daughter, and their two dogs.