Katie Lorsbach, MBA, CFP, ChFC, CLU
Counties served: Boulder, Denver, Adams, Jefferson, Larimer, Arapahoe, Weld, Broomfield
CERTIFIED FINANCIAL PLANNER, Financial Representative
The Katie Lorsbach Agency - COUNTRY Financial
1920 13th Street, Suite C1, Boulder, CO 80302
303-403-8401
About ME
As a Midwestern transplant, we love to explore everything that Colorado has to offer. My husband Aidan graduated from culinary school (yes, I am a lucky lady!) so we love finding new local restaurants and supporting the farmers market. Send us your favorite places so we can check them out! When we aren’t doing that, we are out and about with our two dogs, Jax & Oliver.
In a world where there is no shortage of options, our team exists to be your trusted partner in tackling life’s decisions. We differentiate through a targeted process that helps you anticipate life events before they happen. We know the things that you may not; and will always bring to light solutions in a way that helps you stay ahead of the game.
My career with COUNTRY began as an expert in helping clients achieve their financial security, and to ensure the highest possible standard I continued my education for my clients including the following highlighted accomplishments:
Masters in Business Administration from Illinois State University.
Bachelors from Illinois State University with a focus in finance, insurance and financial planning.
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Chartered Life Underwriter®
What makes us different?
We show up for you! We aren’t about one-size-fits-all solutions – we’re committed to your financial success.
We’re rooted in our community – the communities we serve are just as important to us as the people that live in them.
Not only do you receive myself and my team locally in Colorado, but we are backed by a team of experts to help you balance your need to protect what you have with your desire to build for your future.
We consistently receive high ratings for financial strength and client loyalty from independent rating agencies.
EDUCATION
B.S. Insurance & Finance; minor in Financial Planning, 2014, Illinois State University
Chartered Financial Consultant, 2017, The American College of Financial Services
Chartered Life Underwriter, 2018, The American College of Financial Services
CERTIFIED FINANCIAL PLANNER, 2018, CFP Board
Masters in Business Administration, 2021, Illinois State University
PROFESSIONAL ASSOCIATIONS
Colorado Collaborative Divorce Professionals