Katie Schwartz

President & Wealth Manager

Katie comes from the sports and fitness industry with a solid background in management.  She joined Arbor Financial as General Manager of Operations, but quickly realized her passion for helping not only our firm and staff reach their goals, but also our clientele.

Katie’s former elite athlete status led her to Olympic qualifying standards in her field. She attended Idaho State University and graduated Magna Cum Laude with a double major in Nutrition and Exercise Science. She was an Academic All-American, Conference Champion, and All-Conference and Collegiate Recordholder.  She encompasses the “atomic habits” that help our firm and clientele succeed.

Katie’s current position of President of Operations and Wealth Manager is well-deserved as she has proven her dedication and determination to do what it takes to gain the skills and knowledge needed to become a licensed wealth manager, which will charter Arbor Financial’s way into a new generation.

Katie and her husband Jon live in Yorkville, IL with their young daughter, Maddie.