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Katie Webb


Direct: 615.760.1564

Katie splits her time between high-net-worth individuals, trusts and estates, family investment partnerships, and small businesses. She prides herself on timely, thorough responses with proactive insight. Written communication and clear goals are key in her decision-making process with clients. Katie believes that communication is a two-way street and that an open line of communication is crucial in achieving family planning success.

Years of Experience



Lipscomb University, Bachelor’s
Lipscomb University, Master’s

Professional & Civic Leadership

Finance Committee Member – Park Center

Professional Credentials

Certified Public Accountant (CPA)

passionate about hockey and love cheering on the Nashville Predators.