Katie Loyet | CFP®

Katie is a CERTIFIED FINANCIAL PLANNER™ professional who has been helping clients plan for retirement and manage their investments while putting their best interests first. She joined the firm in 2024 after holding several finance roles starting in 2016.

Background and Experience

Katie was born in the St. Louis, Missouri area and moved to Dallas in 2020. She attended Collinsville High School in Collinsville, Illinois, where she developed an interest in investing and learning more about the stock market. During her senior year, she was a state finalist in the Illinois Personal Finance Challenge.

Katie attended Bradley University in Peoria, Illinois, where she graduated with an undergraduate degree in International Business and Finance. During her junior year, she participated in the Semester at Sea program, a multi-country study abroad experience on a ship open to students of all majors, emphasizing global comparative study. Her voyage began in North America, then sailed to Asia, Africa, and concluded in Europe, allowing her to visit 11 countries. This experience broadened her perspective on different cultures and enhanced her ability to communicate across language barriers.

Katie began her career at Blackshor Services, a small business focusing on snowplow removal and landscaping, as the Accounting Manager. This role provided her with insights into small business operations and comprehensive accounting duties. She then joined Kinsey Wealth Management Group, part of Wells Fargo Advisors, as a Financial Advisor Assistant. There, she learned the importance of building strong client relationships and helping clients navigate significant life events.

Katie continued her career at Bank of America, where she worked with Donor Advised Funds, gaining experience in donating securities to various organizations for tax benefits while contributing to charitable causes. She then worked at Vanguard as a Financial Advisor, assisting clients in building and executing their financial plans. At Vanguard, she obtained her Series 7, 63, and 65 licenses and became a CERTIFIED FINANCIAL PLANNER™ professional in 2023.

Katie transitioned to Munn Gray & Associates in the summer of 2024 to deepen her expertise in financial planning and provide world-class service to her clients.