Katie Simpson
Associate Wealth Advisor
Katie Simpson
Clear planning. Steady support.
A longtime contributor to the MKD team, Katie serves as an Associate Wealth Advisor who helps keep clients informed, organized, and on track. From preparing financial plans and reviewing account details to following up after meetings, she brings clarity and care to each step along the way. Whether it’s planning for college, updating insurance, or summarizing estate documents, Katie’s steady support helps clients feel confident in their next move.
Life Outside the Office
Katie is happily married and a proud mom of four. As a homeschooling parent, she finds joy in blending learning, laughter, and family—her favorite way to spend her time. She loves camping, soaking up the sun, and making the most of Michigan’s summer months. Whether it’s a weekend outdoors or a quiet moment at home, Katie finds joy in the simple, meaningful moments shared with her family.
Katie’s Education
Walsh College with a Bachelor of Business Administration with a major in Finance
