Katie Jacobson

BACKGROUND: When I began my career in finance in 2016, I came from both a corporate background (at Epic, a healthcare IT company based out of Madison, WI) and from time with the federal government (at the Library of Congress’ Congressional Relations Office in Washington, D.

C.). The common thread was serving people, and I often find that theme reappearing within many of my clients. I spent nearly 8 years with Northwestern Mutual, largely focused on providing financial services to medical providers, and then I spent just under a year with Guardian. I come to Principal®, where my focus is to continue helping clients with solutions that align with their financial goals, whether they be doctors, business owners, equity comp crusaders, women, and everyone in between. EDUCATION & CREDENTIALS: I graduated with distinction from the University of Minnesota-Morris in 2014 with 3 bachelor’s degrees: Economics, Management-Global Business, and Spanish. I’ve held active MN insurance licenses in Life, Accident & Health, and Variable insurances since 2016, along with the following FINRA registrations; SIE, Series 7, Series 6, and Series 63. Never done learning, I currently hold the following designations: CFP®, ChFC® (Chartered Financial Consultant), and CLU® (Chartered Life Underwriter) designations. INTERESTS: When I’m not in the office, you can find me with Millie, my rambunctious mini-Aussidoodle, all around the Twin Cities. I love being out on the lake, on bike rides or in group fitness classes, or hanging out with friends and family. I’m a mentor with the UMN W.I.L.L. (Women Invested in Leadership & Learning) and Women’s Health leadership Trust; a volunteer with the MN Orchestra; and an avid networker. Always down for adventure, I love planning my next trip or concert to attend – if you know a good one to add to my list, let me know!