Katie Sauer

More About Me

I strive to bring a warm, personal touch and deep expertise to every client relationship at Sterling Edge Financial. As Vice President and Head of Financial Planning Operations, I am the heart of our planning Operations Team and the architect of our financial plans and plan support. My approachable style and genuine care for people shine through in every interaction. I'm very passionate about making even the most complex topics easy to understand to help you feel more confident and in control of your financial future.

Outside of work, I enjoy the quieter lifestyle in Crested Butte, Colorado. We've got a very full and fun house with my partner, Kody, our son Henry, and our four adventurous dogs. We love camping and hiking come summertime and enjoy the skiing season in the winter. Shoulder seasons in Colorado lend to my partner and the labradors going to South Dakota to guide pheasant hunts and the rest of us heading back to Missouri to visit family and friends. 

Katie's Broker Check

 

IMG_4228 2
Mount Crested Butte on Closing Day
IMG_6084
Vandy and Her Crew
IMG_3071
Winter Hike Up Walrod

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AK, AZ, CA, CT, CO, FL, ID,IL, IN, KS, MA, MD, MI, MN, MO, NC, NM, NY, OH, OK, PA, TN, TX, WA and WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registeredi nvestment Advisor. Fixed insurance offered through James K. Lancaster. Cambridge and Sterling Edge Financial are not affiliated. Cambridge does not offer tax advice. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Edge Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. 

Cambridge’s Form CRS (Customer Relationship Summary)