Katie Snow-Belnap plays a role in supporting the client experience at Ocean Path Advisors. She works alongside the advisory team to manage operational details that help to ensure a thoughtful and seamless planning process. With a strong work ethic and a passion for service, Katie brings empathy, precision, and a proactive approach to every client interaction. She is currently preparing for the Series 65 exam and will begin studying for the CFP® examination thereafter.

Katie earned her Master’s degree in Financial Economics from Utah State University, with an emphasis in Financial Planning—qualifying her to sit for the CFP® exam. During her undergraduate studies, she served as an economic research fellow, where she studied the economic impact of harm reduction policies and their effects on communities. This experience deepened her desire to pursue financial planning as a way to support individuals and families.

Outside of work, Katie enjoys reading, re-binding books, and spending time with her husband and friends.