M. Katherine (Katie) Pieper
Partner, Senior Wealth Advisor
Katie is a Partner and Senior Wealth Advisor at Composition Wealth, with almost 40 years of experience in financial services. Katie’s career brought her from the capital markets on Wall Street to the Pacific Northwest in 1989, where after 20 years, she and her business partner broke away from a major brokerage firm to form Unionview Wealth Partners (formerly Unionview Investment Group) in 2009. Katie served as Managing Partner and Financial Advisor at Unionview.
For the last 25 years, as an advisor, Katie’s passion has been working with multi-generation families to realize the goals for their lives and subsequent generations. Incorporating retirement, estate and tax planning along with college savings and charitable giving into financial plans and seeing those plans come to fruition is what she finds truly rewarding.
Katie received her Master’s in Finance from Seattle University in 1994 and her BA in Political Science from the University of Tennessee a long time ago. In her free time, she enjoys skiing, cycling, yoga, traveling with her husband and two daughters, and spending time with her extended bi-coastal family and friends.
Fun Facts:
- Has lived in 7 states and visited 49…only an Alaskan adventure remains
- Has 54 first cousins
- Listens to about 20 podcasts a week