Katie Morris is a CERTIFIED FINANCIAL PLANNER professional and co-founder of Veritrust Wealth Management. An 11-year industry veteran, Katie graduated with honors from Illinois Wesleyan University, earning a B.A. in Economics. Katie works extensively with busy professionals and their families throughout the Chicago area.
As a working mother of three young children, Katie takes great pride in knowing she is helping provide for her family while teaching her children the values of hard work and dedication to excellence. Katie understands that her true value as her clients' financial advisor is not just about the planning. It's not just about the investments. It's about the relationship built with her clients based on a foundation of total trust and respect, giving them more time to enjoy their lives knowing their financial affairs are being effectively managed.
Katie lives in Wheaton with her husband and three children. Her 6 1/2, 4, and 10-month-old keep her on her toes and for fun she enjoys downhill skiing, early morning runs with her dog, playing with her kids, and generally tries to spend as much time outdoors as possible.
2 topics · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Katie contacts you to discuss the details of the request.
Learn the most common money mistakes made by intelligent people, and the little known strategies for avoiding them.
Learn some simple techniques you can use to train your children (whether they are five or 25) to develop good money habits they can use for the rest of their lives.
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