Katie Loewe joined Wealthquest full-time after graduating from theUniversity of Cincinnati in 2025 with a bachelor’s degree in Finance andAccounting. While a student at UC, Katie gained valuable experience through internships in tax, corporate finance, and mergers & acquisitions at Ernst& Young. The Summer before her senior year, Katie interned with Wealthquest and discovered a deep interest in financial planning and the opportunity to make a meaningful impact in clients’ lives. It was this experience that ledKatie to join the Wealthquest team full time upon graduation.

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In addition to her academic achievements, Katie recently passed all fours sections of the CPA exam and plans to pursue earning the CertifiedFinancial Planner™ designation. As an Associate Financial Planner, Katie brings a thoughtful, client-centered approach to every interaction, and is dedicated to helping individuals and families gain clarity and confidence in their financial lives.

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Katie currently lives in the Oakley area of Cincinnati. Outside of work, she enjoys spending time outdoors, traveling, and exploring all that the city has to offer.