Podcast Co-Host

Meet Katie Umland, the co-host of our “Retirement Readiness” podcast. 

There are a few things in this world I’m passionate about: my family, my health, and helping our team guide clients to live for their greater purpose. Oh, and I can’t forget deep-dish pizza.

In April 2022, my husband, Alex, and I welcomed our first child, Dylan. As any parent knows, bringing new life into this world really helps you understand what’s most important. That’s why I truly cherish the time spent with my family, like the evening walks we take together every night.

In fact, I’m convinced that heaven looks an awful lot like reading a book on the couch while my husband watches the White Sox game with Dylan by his side.

I know family and faith are important to the clients we serve as well. That’s why caring for your and your loved one’s financial future is a responsibility I don’t take lightly. I consider all clients an extension of my family, and that means caring for their financial needs as if they were my own.