With over 35 years in financial services, Katie Pieper has been a listener before all else. As a Founder and current Managing Partner of Unionview Wealth Partners, she listens to clients’ aspirations before designing a blueprint that incorporates both their current lifestyle and their future goals. For Katie, it’s about helping clients through life events like buying a house or paying the next generation’s tuition – not about beating the market by 1%.
Listening to her intuition and alongside her previous business partner, she broke away from a major brokerage firm in 2009 to form Unionview. While larger firms standardize their client’s experience, she wanted to personalize it. That means giving advice like a true friend, unafraid to caution against a course of action that will impede their goals.
Katie received her Masters in Finance from Seattle University in ’94 and her BA in Political Science from the University of Tennessee a long time ago. In her free time, she enjoys cycling, skiing, and travel with her husband and two daughters as well as spending time with extended family members and friends.
Katie’s favorite tourist activity in Seattle: “Walks in the city… a favorite is starting at Kerry Park down via lower Queen Ann, through Myrtle Edwards Park, the Olympic Sculpture Garden and finally landing at Pike Place Market. Spectacular views. Pick up treats at the market, lunch at Café Campagne or a drink at the Virginia Inn or Matt’s At The Market.”Back to Our Team