Katie Davis

Katie Davis

Financial Planning Assistant

Katie joined SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC in the fall of 2013. Her responsibilities range from preparing financial plans, client service, to overall office management. Her enthusiasm for the wealth management industry and high integrity makes her a perfect fit with SDW.

Katie and her husband Paul, are the proud parents of their son Oliver (6) and daughter Ella (3). In her personal time, she enjoys spending time with family and friends, motorcycle riding, and playing soccer when possible.

Katie received her Finance and Business Management degrees from Augsburg College in 2012.