katie oelker

personal finance writer

About

I help individuals and couples reach their financial goals through alignment, organization and accountability.

Country

united states

City

minneapolis

Industry

financial services

Skill

public speaking, teaching, coaching, yoga, research, classroom, microsoft office, microsoft excel, microsoft word, curriculum development, curriculum design, team building, customer service, powerpoint, english, windows, outlook, photoshop, budgets, negotiation, editing, educational technology, lesson planning, classroom management, secondary education, differentiated instruction, instructional design, event planning, leadership, nonprofits, community outreach, staff development, fundraising, writing, social media, training

Experience

fee based financial planner

m&e catalyst group

2016-11 - 2018-2 · 1 yr 4 mos

personal finance writer

business insider

2019-9 - Present · 7 yrs 1 mo

yoga instructor

drishti yoga

2015-3 - Present · 11 yrs 7 mos

auditor

wells fargo

2008-12 - 2009-4 · 5 mos

business education teacher and work-based learning coordinator

mounds view public schools

2010-7 - 2015-6 · 5 yrs

financial coach

katie oelker

2018-1 - Present · 8 yrs 9 mos

Helping you reach your financial goals through alignment, organization and accountability.

girls soccer coach

travelers

2013-6 - Present · 13 yrs 4 mos

Travelers Canada is part of an industry-leading international team committed to continuously evolving to meet customers' ever-changing needs. Combining financial strength and North American reach with local knowledge and expertise, our approximately 1,700 employees across Canada help customers prepare for, prevent, and recover from loss. Our commitment to outstanding service combined with our comprehensive insurance-based solutions gives individuals and businesses the confidence they need to feel secure.

associate financial representative

thrivent financial

2015-6 - 2016-11 · 1 yr 6 mos

* I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include: * Protecting the family with life insurance * Saving for retirement * Saving for a child’s college education * Charitable giving to their favorite organizations or causes * No matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that's customized for you. From strategies to help you grow your assets to preparing for retirement, I'll help you make informed decisions to stay on track with your goals. * For important disclosure information, visit thrivent.com/disclosures