Katie Carlson Zook, CFP®


Katie Carlson


As a Financial Advisor, Katie is one of the leaders on our planning team assisting in the analysis, research, and production of financial planning reports.  Katie works with clients to develop holistic, personalized financial plans to help them achieve their goals.

A Certified Financial Planner™ (CFP®) practitioner, Katie is a graduate of James Madison University where she earned a Bachelor of Science degree, as well as a Master of Arts in Teaching with a concentration in Mathematics.

Prior to joining WMS Partners, Katie worked with T. Rowe Price in the accounting group.