Katie Fortna

Investment Advisor Representative

Katie began her career in the financial industry at a local bank where she worked as a teller while earning her Bachelor of Science in Business Administration from the Leeds School of Business at the University of Colorado.  After over a decade of experience in the financial world including retirement education, wealth preservation planning, and 401(k) account management, Katie decided to take a break to stay home with her two young children. She returned to the workforce in 2019, enthusiastic to help clients once again.

As an Investment Advisor Representative at Clarus Wealth at Plum Creek, Katie enjoys assisting clients plan for retirement, education needs, and the “what-ifs” of life. She currently holds her Series 7 and 66 licenses.

In their spare time, Katie and her husband Dave enjoy watching and participating in their children’s activities, with Katie volunteering as a youth volleyball coach at a local recreation center, classroom parent at her children’s school, and children’s ministry teacher at their church.