Katie Loewe joined Wealthquest full-time after graduating from the University of Cincinnati in 2025 with a bachelor’s degree in Finance and Accounting. 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 led Katie to join the Wealthquest team full time upon graduation.
In addition to her academic achievements, Katie passed all four sections of the CPA exam earning her CPA license. 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.
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.
