Katie Millar, CFP®Principal
Katie Millar is a Principal of Hourglass Wealth Management as well as a CERTIFIED FINANCIAL PLANNER™ professional. Prior to Hourglass Wealth Management, Katie was a limited partner at Edward Jones. In 2012, Katie joined the independent channel of Wells Fargo Advisors, Wells Fargo Advisors Financial Network (WFAFN). WFAFN is an affiliate of one of the largest financial institutions in the country, Wells Fargo & Company.
At Hourglass Wealth Management, Katie focuses on retirement planning for individuals, retirement planning for businesses, and wealth management strategies to help her clients minimize their tax exposure, surpass inflation, and provide income for generations.
From a philanthropic standpoint, Katie has worked with the Bernie Mac Foundation, Aids Foundation Chicago, Walter Payton Foundation, Israel Idonje Foundation, Rotary International, and she serves on the advisory board for The Gridiron Greats Assistance Fund that serves to help all veteran NFL players with their medical needs. She is also part of Business Networking International.