Katie Seay (pronounced “See”) joined The Trust Company in 2012 as Director of Financial Planning. In her college days as a University of Georgia Bulldog, she “stumbled upon” the financial planning profession while searching for a career that would allow her to help people in some way.

As a CERTIFIED FINANCIAL PLANNER™ professional, Certified Trust and Financial Advisor, Certified Retirement Counselor®, and a member of The Trust Company’s Investment Management Committee and Executive Team, Katie works with clients to create individualized financial strategies that will help them achieve financial success. In 2023, Katie was promoted to the role of Chief Fiduciary Officer. In this role, she oversees the training and development of newly hired advisors and the overall fiduciary responsibility for the company.

 “I help clients make sense of their financial life. We don’t want people to have regrets. Together we make a plan and help them achieve their goals. It’s very satisfying.”

Katie keeps busy as a board member of Ascension Via Christi Hospital in Manhattan and active member of the Manhattan Area Chamber of Commerce. She is a 2015 graduate of Leadership Manhattan and a member of the Financial Planning Association.

Her husband is a financial expert, too—but on the academic side, as the department head of the Personal Financial Planning program at Kansas State University. So…it’s a good bet their family checkbook stays balanced. Together, they co-authored a chapter on Medicaid in the second edition of the CFP Board’s Financial Planning Competency Handbook. They have two young sons who keep them on their toes.