Katie CarlsonFinancial Planning Associate

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As an Financial Planning Associate, Katie works with both the financial planning and operations teams.   She helps the planning team prepare for meetings by creating various reports, but is also responsible for many day-to-day tasks that are important for maintaining clients’ accounts.

Katie is a graduate of James Madison University where she earned a Bachelor of Science degree, as well as a Masters of Arts in Teaching with a concentration in Mathematics.

Prior to joining WMS Partners, Katie worked with T. Rowe Price in the accounting group.

 

What do you like best about being a part of the WMS Partners team?

I love the teamwork aspect of WMS Partners.  It is comforting to know that there is always somebody to ask for help, guidance, or advice.  Every person has a unique background that allows him or her to bring something different to the table, which in the end helps our clients immensely.

What is your most memorable travel experience?

Traveling to Southeast Asia.  I spent some portion of this trip traveling by myself, which made me truly experience the culture of the various countries.   In addition to seeing some amazing sights, I also met a wide variety of interesting people from all over the world and heard their stories about their adventures.  It definitely pushed me outside my comfort zone to travel alone, but it was an incredible experience and I made some memories that I will never forget.

What do you love to do outside of work?

I love being active outdoors.  Whether it is going for runs, playing tennis, or hanging out at the beach, I try to get outside as much as possible!

What’s the most influential book you’ve read?

Unbroken by Laura Hillenbrand.  I could not put the book down as I read page after page about the trials that Louis faced.  The story was so amazing that I had to constantly remind myself that the book was nonfiction.  His determination and perseverance through all that he encountered and his life-long positive attitude serves as a real inspiration for me.