Katie Argotsinger is a CERTIFIED FINANCIAL PLANNER™ professional and works with clients alongside Mark in their team approach to providing sound, comprehensive planning for clients. Her financial planning expertise allows her to plan and prepare a financial plan tailored to each client’s personal financial objectives and goals.
Katie grew up in a small town in Vermont but moved to Tampa, FL after graduating high school to obtain degrees in Marketing and Management from the University of South Florida. She then went on to earn her MBA from the University of Florida. Prior to joining Southwestern Investment Group, Katie worked in various roles for seven years within the RJFS Compliance Department at the Raymond James home office located in St. Petersburg, FL. Katie moved to Nashville in 2013 to fill the Director of Business Development role at Southwestern Investment Group and joined Deering Wealth Group in the Spring of 2015 as a financial planner.
Outside of work, Katie enjoys running, hiking, volunteering, attending concerts and exploring Nashville.