Katherine Osentoski, CFP®
Senior Associate Wealth Advisor
Katherine Osentoski, CFP®
Clear advice. Confident outcomes.
Katie brings over a decade of experience in financial services and a true passion for financial planning. She has a gift for breaking down complex topics and turning them into clear, practical steps—helping clients feel confident and in control of their decisions. Known for her approachable style and thoughtful listening, Katie builds strong relationships and delivers strategies that reflect what matters most to each client. She’s deeply committed to forward-thinking advice—staying ahead of the curve to ensure her clients are prepared for what’s next.
Life Outside the Office
Katie enjoys spending time with her husband and two children, often exploring the charming small towns of Michigan. A devoted animal lover (especially when it comes to corgis), she’s also an accomplished equestrian who actively competes in American Saddlebred competitions. Her passion for the breed shines through in her role as a youth club coordinator, where she teaches kids about horses and helps spark their interest in the equestrian world.
Katherine’s Education
- Bachelor of Arts in Business Administration from The University of Michigan
- CERTIFIED FINANCIAL PLANNER® professional
