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Katie O'Neill, MFin

Katie O'Neill, MFin

Operations & Compliance Manager

Katie is the operations & compliance manager for Bestgate Wealth Advisors. Katie earned a Bachelor of Science in Microbiology from Montana State University in 2006. She worked as a medical laboratory scientist from 2008 - 2017, and maintains her certification through the American Society of Clinical Pathologists. In 2019, Katie earned her Master of Finance degree from Colorado State University, and is currently working toward certification as a CFP®.  

 

Katie lives in Colorado and enjoys hiking, camping, and spending time with her husband and daughter.