Katie Stych Email & Phone Number

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2026 -now Client Service and Operations Manager @
2025 -2026 Strategy and Planning Associate @
2025 -now Coach @
2023 -now Financial Coach @ Your Watershed Moment
2018 -2023 Financial Advisor @
2017 -2018 Associate Investment Analyst @ Morningstar Investment Management
2016 -2017 Data Analyst @
2015 -2015 Summer Associate @ Midwest Financial Partners
2015 -2015 Equity Research Analyst @
2013 -2014 Revenue Cycle Analyst @ Joint Office of Patient Financial Services - UIHC

Northwestern University
CERTIFIED FINANCIAL PLANNER™ Certification Education Program (Northwestern University Certificate in Financial Planning Program)
2018-2019
University of Iowa
Bachelor's Degree (Finance and Management)
2012-2015
University of Iowa
Bachelor of Business Administration - BBA (Finance, General)
2012-2015
Ankeny High School
High School
2008-2012

Katie Stych, based in Des Moines, IA, US, is currently a Client Service and Operations Manager at Brave New Wealth. Katie Stych brings experience from previous roles at Pearl Wealth, Deeper Than Money, Your Watershed Moment and Abacus Wealth Partners. Katie Stych holds a 2018 - 2019 CERTIFIED FINANCIAL PLANNER™ Certification Education Program in Northwestern University Certificate in Financial Planning Program @ Northwestern University. Katie Stych has 1 emails and 1 mobile phone numbers on RocketReach.