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!
You are leaving Punch & Associates’ website, and are being redirected to the Wealth Access data aggregation platform offered to Punch & Associates’ clients. Wealth Access allows you to consolidate the components of your personal net worth in a single location.
Punch & Associates is not affiliated with Wealth Access, and as such cannot guarantee the accuracy of information presented, the platform’s functionality, or the level of security associated with the Wealth Access platform. While Punch & Associates considered the security features of the Wealth Access platform before offering it to clients, Punch & Associates assumes no liability related to your use of the Wealth Access platform.
By advancing to the Wealth Access platform, you acknowledge that you have considered the above disclosure. Please contact your Punch & Associates relationship manager with questions.