Katie Brown
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Katie Brown Email & Phone Number

Financial Planning Specialist at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia
Location: Newberg, Oregon, United States 6 work roles 2 schools
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Current company
Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia
Role
Financial Planning Specialist
Location
Newberg, Oregon, United States
Company size
16 employees

Who is Katie Brown? Overview

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Quick answer

Katie Brown is listed as Financial Planning Specialist at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia, a company with 16 employees, based in Newberg, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Katie Brown.

Katie Brown previously worked as Financial Planning Intern at Human Investing and University Recreation Customer Service Representative at George Fox University. Katie Brown holds Bachelor Of Science - Bs, Financial Planning And Services from George Fox University.

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Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia

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Profile bio

About Katie Brown

From a young age, I have held a deep-rooted value for altruism, finding great joy in serving my family, friends, and community.Simultaneously, my natural inclination towards business and finance has been a driving force in my life. I have always valued a strong work ethic, a trait that has remained a pillar of my character. Growing up, I would constantly be creating dozens of small businesses, rallying the support of my family in my young entrepreneurial endeavors. This steady mindset and determination have played a pivotal role in shaping my identity today and continuing to guide me forward.These dual passions unite my mission to empower others to achieve financial freedom, as I believe financial stability is the cornerstone for success in most individual’s lives. I recognize the inherent value and potential of every person, firmly believing we are all created in God’s image. I hope to enable others to pursue and accomplish their financial goals with confidence and purpose.

Current workplace

Katie Brown's current company

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Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia
Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia
Financial Planning Specialist
Portland, OR, US
Website
humaninvesting.com
Employees
16
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6 roles

Katie Brown work experience

A career timeline built from the work history available for this profile.

Financial Planning Intern

Current
Human Investing

Lake Oswego, Oregon, United States

Learned important soft and technical skills within a fee-only RIA firm, gaining great experience and exposure within the financial planning world. Participated in Amplified Planning’s 2024 Externship done by Hannah Moore. Grew proficiently in softwares like Holistiplan and eMoney helping build plans and analyze taxes.

May 2024 - Present

University Recreation Customer Service Representative

Current
George Fox University

Newberg, Oregon, United States

Greeted and assisted guests at the front desk with a warm welcome. Managed and processed rental check-ins and check-outs from our rental center efficiently. Answered questions and addressed any concerns promptly. Officiated intramural games as a referee.

Aug 2023 - Present

Virtual Assistant

Healthy Hope Llc

Strategizing and upholding social media engagement and communication through various apps. Conduct research and organize data through software like excel. Execute various administrative duties, maintaining records, and performing general bookkeeping tasks.

Jul 2018 - Feb 2024

Summer Camp Counselor

Trinity Classical Academy

Santa Clarita, California, United States

Helping engaging camp programs and activities for children aged 4-12. Delivered a blend of educational and recreational experiences, fostering a mix of learning and fun. Provided attentive supervision to campers, prioritizing their safety while helping them develop, learn new skills, and achieve their goals.

May 2023 - Aug 2023

Shift Lead

Menchie'S Frozen Yogurt

Santa Clarita, California, United States

Coordinated operations across two distinct locations, facilitating the transfer of supplies between stores as needed. Attained position of youngest shift lead within two locations. Managed store opening and closing procedures, including machine setup and breakdown, dishwashing, cleaning, and cash register reconciliation. Proficient in cake decoration.

Sep 2020 - Sep 2021
Team & coworkers

Colleagues at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia

Other employees you can reach at humaninvesting.com. View company contacts for 16 employees →

DP Dr. Peter Fisher Dr. Peter Fisher Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Lake Oswego, Oregon, United States, United States View → AJ Amber Jones Amber Jones Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Portland, Oregon, United States, United States View → AW Ashli White Ashli White Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Salem, Oregon, United States, United States View → CM Cort Morris Cort Morris Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Newberg, Oregon, United States, United States View → EB Eve Bell, Qka Eve Bell, Qka Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Portland, Oregon Metropolitan Area, United States View → DC Drayton Carlberg, Cfp® Drayton Carlberg, Cfp® Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Portland, Oregon Metropolitan Area, United States View → AG Andrew Gladhill, Cfa, Iaccp® Andrew Gladhill, Cfa, Iaccp® Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Portland, Oregon Metropolitan Area, United States View → AP Austin Pearce, Cpa, Cfp® Austin Pearce, Cpa, Cfp® Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Lake Oswego, Oregon, United States, United States View → A( Alanna (Mauch) Wilson Alanna (Mauch) Wilson Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Lake Oswego, Oregon, United States, United States View → BR Brady Rogers Brady Rogers Colleague at Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia Beaverton, Oregon, United States, United States View →
2 education records

Katie Brown education

Bachelor Of Science - Bs, Financial Planning And Services

George Fox University

Activities and Societies: Women's Basketball, Financial Planning Club, Fellowship of Christian Athletes (FCA)

High School Diploma

Trinity Classical Academy

Activities and Societies: Varsity Volleyball Captain, Varsity Basketball Captain, Symphony Orchestra, Theatre, Jazz Band, Choir, National.

FAQ

Frequently asked questions about Katie Brown

Quick answers generated from the profile data available on this page.

What company does Katie Brown work for?

Katie Brown works for Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia.

What is Katie Brown's role at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia?

Katie Brown is listed as Financial Planning Specialist at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia.

Where is Katie Brown based?

Katie Brown is based in Newberg, Oregon, United States while working with Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia.

What companies has Katie Brown worked for?

Katie Brown has worked for Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financia, Human Investing, George Fox University, Healthy Hope Llc, and Trinity Classical Academy.

Who are Katie Brown's colleagues at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia?

Katie Brown's colleagues at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia include Dr. Peter Fisher, Amber Jones, Ashli White, Cort Morris, and Eve Bell, Qka.

How can I contact Katie Brown?

You can use AeroLeads to view verified contact signals for Katie Brown at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia, including work email, phone, and LinkedIn data when available.

What schools did Katie Brown attend?

Katie Brown holds Bachelor Of Science - Bs, Financial Planning And Services from George Fox University.

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