Katie Carlson

Associate, Wealth Strategies Group

Originally from Brookfield, Wisconsin, Katie Carlson started at Punch as an Intern while she studied at the University of St. Thomas in St. Paul, Minnesota. Upon graduating with degrees in Finance & Mathematics, she was welcomed to join the Punch family full-time in July of 2015. Katie now works closely with Andy and Angie in the Wealth Strategies Group and she plans to pursue the CFP designation over the next several months. In addition to working with private clients, Katie’s passion is technology. In her short time at Punch, she took on the responsibility of updating and managing Punch’s technology platforms, both internal and client-facing.

Outside of work Katie plays on a competitive women’s soccer team, continuing her 20 year tenure with the sport. And as a food fanatic, Katie loves to explore new foods and is always willing to spend hours in the kitchen cooking gourmet meals for her friends and family!

Years at Punch:


Years in the Industry:


Personal Interests:
  • Hiking
  • Cooking
  • Traveling
  • Soccer

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