“[Katie] saved the day”

Katie recently helped me with an issue regarding a difficult-to-obtain tax form.

She got right on it and really saved the day.

Thank you so much, Katie.

This statement is a testimonial by a client of Katie Weibel, CFP®, MBA, CDFA® as of 1/3/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.