Katie Shinnick, Financial Planning Assistant
As a co-starter of a 20-year investment club, financial planning has intrigued me for decades. Through the years, my interest in investing grew to where I decided to try my hand at a new career and joined Investor’s Capital Management in 2016. As a planning assistant, my duties include pre-meeting client preparation, post-meeting follow-up and research and special projects as needed.
I have 10 years of experience in marketing communications for various high tech companies in Silicon Valley.
I received a B.A. in Communication Studies from U.C. Santa Barbara with an emphasis in mass media.
My husband and I are Bay Area natives and have found nothing beats the Bay Area climate. We’ve raised two sons, both in college now, and have enjoyed extensive travelling with extended family-Costa Rica rating the highest. I also enjoy working out at the gym, reading, gardening, and gathering with friends and family.