Katie Montagazzi

Katie has a passion for connecting with people and building relationships, which has been foundational to her work in marketing and wealth management. This passion drives her in helping clients and associates solve challenges and seize opportunities. At her core, Katie understands how financial planning and a strong relationship between advisor and client is about so much more than numbers; it’s about building confidence, maximizing both lives now and legacies in the future.

After graduating from Penn State University with a Bachelor of Science in Finance and a minor in Economics, Katie earned an executive certificate in financial planning from Duquesne University in 2018. She holds the CERTIFIED FINANCIAL PLANNER™ certification.

Katie is passionate about using her skills and talents to support meaningful causes. She serves as the Chair of the Young Professionals Board for Junior Achievement of Western PA. Additionally, she is a member of the Board of Directors for Network of Life, a local organization dedicated to providing life-affirming pregnancy services to families in Pittsburgh.

Katie and her husband reside in Zelienople and have three sons. She attends Victory Family Church and can often be found boating or beachside with a book in hand, or gathered around a good meal with close family and friends.