Katie Larsen

Katie Larsen is an Executive Assistant at Waznik Heike Group, bringing more than 21 years of experience in financial services, banking, and tax preparation to her role. Since joining the firm, she has provided administrative and client service support to a team of advisors, with a focus on delivering a seamless, professional experience at every touchpoint.

Katie's background includes lending and banking and tax services. She values transparency and strives to communicate information in a clear, accessible way for all clients regardless of their financial background.

Active in her community, Katie serves on the board of community organizations and participates in mission trips. She enjoys traveling and spending time with family, friends, and her dog.