Katie Carlson

Associate, Wealth Strategies Group

In July, 2015 we welcomed Katie Carlson to the Punch and Associates family. Katie came on board to work with Andy and Angie as part of the Wealth Strategies Group. Like several other members of the Punch family, Katie graduated from the University of St. Thomas in St. Paul, MN. She graduated with a major in finance and a minor in mathematics and will be pursuing the CFP designation over the next several months.

Katie is from Brookfield, WI and enjoys cooking gourmet meals and exploring new foods and experiences.

Years at Punch:


Years in the Industry:


Personal Interests:
  • Hiking
  • Cooking
  • Traveling
  • Soccer

LinkedIn Mail