Katie J. Aubart
Financial Planner

Katie Sohn
Katie is a Financial Planner who prepares financial plans for client meetings, makes updates to client information, and assists with account monitoring. Katie holds an Accounting degree from Chippewa Valley Technical College as well as an Associate's degree in Arts & Sciences from University of Wisconsin - Barron County. Katie lives in Chippewa Falls where she enjoys hunting, fishing, snow shoeing, camping, canoeing, and spending time with her wonderful friends and family.