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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Katie Riegel

Growing up in small town Wisconsin, I was raised with Midwestern values, that taught me to always have a positive impact on your community. I have always found joy in being a member of a successful team that meets its goals. Being a part of every clients’ team, working towards their financial goals, brings that same sense of accomplishment and excitement.

After fifteen years of working in International Business for Fortune 50 companies, I was challenged to follow my passion into the world of financial advising. How did living debt free, investing and retirement planning become my passion? I was 29 years old, sitting in the dark, on my couch, wondering how I was going to make my next mortgage payment. I had never budgeted and the years of living outside my means had caught up with me. My mom gifted me Dave Ramsey’s book “The Total Money Makeover” and my world was changed. Years later, my husband and I were living Baby Steps 4 &6, when we found ourselves with a layoff. Because of the choices we had made through the ‘Baby Steps’, we were just fine. I started helping others build their budgets and mentored them on their paths to becoming debt free. Now I couldn’t imagine doing anything else, but helping people live the life they want and plan for their retirement dream.

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More About Katie:

  • SmartVestor Pro
  • Office location: Belmont, NC
  • Licenses: 6, 7, 63 & 65
  • Clients all over the USA and military bases around the world

Locations Served


  • (888) 273-0123 ext 4

State Licenses

Affiliated with all 50 states