You're A Financial Planner; Now What?

The financial planner’s career path is often thought of as very linear: go to school, get your CFP certification, begin working for a firm and work your way up, or start your own. However, you can’t plan for everything, and sometimes you’re introduced to opportunities you don’t expect.  Like many of our other guests on YAFPNW, Katie Seay, CFP®, proves that life as a financial planner so often takes you in a different direction. In our latest episode, Katie talked to Hannah about what makes The Trust Company unique, how her career has evolved, the importance of firm culture, and more. From Atlanta to Manhattan  Katie went to the University of Georgia, initially as an international affairs major. When she came across family financial planning, her curiosity was piqued. She fell in love with the program and the work, and began working at Ayco in Atlanta, a Goldman Sachs company. After marrying her husband, Katie moved to Manhattan, Kansas, which was a big cultural change from Atlanta. However, it brought her to