Katie Wagner

Katie Wagner, CFP®, serves as the President and Wealth Advisor at Diversified Portfolios, Inc., a wealth management and investment advisory firm located in Bloomfield Hills, Michigan, since October 2015. Prior to this role, Katie held the position of AVP and Portfolio Manager at Colorado State Bank and Trust from April 2011 to September 2015, and worked as an Investment Specialist at Bank of New York Mellon between June 2009 and April 2011. Katie earned a Bachelor of Arts degree in Psychology and Economics from Cornell University and attended Cranbrook Kingswood for earlier education.