Katie (Keary) Marsden, CFP®, CDFA®
Katie knows that what she does is so much more than just crunching the numbers. It is about building relationships with people to help them build short-and long-term financial plans that can put their minds at ease, guiding them to a future that they can feel confident striving toward.
As a wealth advisor for Buckingham Strategic Wealth, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals. Seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.
Katie has a passion for helping people make smart, informed decisions around their money. She finds she can make the biggest impact helping those going through a life transition. From the loss of loved one to the birth of a new one, starting a new business to planning for retirement, to newlyweds planning their future to those in the process of divorce. When life happens, there are many financial decisions that require our attention. Katie take pride in assisting her clients in navigating the future.
As a Certified Divorce Financial Analyst (CDFA®), she helps clients navigate the financial challenges and decisions divorce can bring. Divorce can be overwhelming and having someone to guide you in making sound financial decisions today, can have a big impact on your future financial well-being.
Prior to her career with Buckingham, Katie worked for The Sher Group as a paraplanner and Moneta Group as a client service manager. She earned her bachelor’s degree in human environmental sciences with an emphasis in personal financial planning from the University of Missouri. Since that time, Katie has become a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst® professional.
Katie is a proud resident of Maplewood, Missouri where she spends her free time practicing yoga and spending quality time with her husband, son, and friends.