As a rising financial professional, Katie Snow-Belnap plays a role in supporting the client experience at Ocean Path Advisors. She works alongside the advisory team to craft personalized wealth and tax planning strategies while managing operational details that 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 CFP® examination.

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 in building stable, secure futures.

Inspired by her own childhood experiences and a deep understanding of the challenges many face around money, Katie is committed to helping clients plan confidently for the future. She values honesty, organization and accountability in her work and is motivated by the opportunity to make a meaningful impact through collaboration and client-centered planning.

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