Katie Bauman

Katie joined Boulay Financial Advisors, LLC in 2022 and has over seven years of experience in retirement plan services and working with retirement plan advisors. Building upon an extensive background in customer service, Katie strives to approach every client and participant interaction with a positive attitude. She is committed to providing timely support and utilizing all available resources to help plan sponsors administer an effective retirement plan and start participants on a path toward saving for retirement. Katie believes that the tools, resources and knowledge available to clients at Boulay can truly “help them get there.”

INVOLVEMENT

• Minnesota Historical Society — Member

EDUCATION

• Augustana University — B.A. English
• Certified Plan Fiduciary Advisor (CPFA®)

PERSONAL INTERESTS

• Cooking
• Reading
• Listening to music
• Dancing
• Spending time outdoors
• Exploring the Twin Cities
• Spending time with friends and family