Katie started with the Marquez-Hsieh Group in January 2016 and has nearly 4 years of industry experience. She completed her Bachelor of Arts Degree, with Honors, in Geography at San Jose State University in 2014.
Since joining the team, Katie always strives to practice critical thinking, attention to detail, and problem solving in an effort to deliver the highest standard of customer service to our clients.
Katie and her husband, Drew, married in July 2016 and have settled in Morgan Hill. They enjoy learning what it is like to be a new home owner and getting to know their new community. Katie and Drew also enjoy being with their family, traveling, and anything to do with the outdoors.
Katie is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of their Financial Advisor, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 06/18