Katie Seay (pronounced “See”) is the President & Director of Wealth Management. In this role, she oversees all areas of client service, investments, and marketing/business development.
A Certified Financial Planner™ professional, Certified Trust and Fiduciary Advisor, and Certified Retirement Counselor®, Katie also serves on the firm’s Executive Team and Investment Management Committee.
She joined The Trust Company in 2012 as Director of Financial Planning and has spent her career helping clients make sense of their financial lives by creating personalized strategies that bring clarity and peace of mind.
“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.”
Her leadership and expertise have earned regional and national recognition, including:
Katie is an active community member, serving on the board of Ascension Via Christi Hospital in Manhattan and staying involved with the Manhattan Area Chamber of Commerce. She is a 2015 graduate of Leadership Manhattan and a member of the Financial Planning Association.
A proud University of Georgia alum, Katie discovered financial planning as a student and was drawn to the field for its ability to help others in meaningful ways.
Katie and her husband, Martin Seay, Ph.D., CFP®, Professor and Director of the Interdisciplinary Institute for Financial Education and Prosperity at Kansas State University and the elected 2027 Board Chair of the CFP Board—co-authored a chapter on Medicaid in the CFP Board’s Financial Planning Competency Handbook. They have two young sons, Bo and Andrew, who keep them on their toes.
Our advisors are passionate about helping people achieve financial peace of mind. Contact us today to get the conversation started.
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