Director of Operations
Katie Dunnam is our Director of Operations and Chief Compliance Officer. She joined Planned Solutions in 2003 and has over 20 years of financial industry experience helping ensure financial advisors remain compliant and stay current with the always changing industry regulations. She attended the University of Colorado, Denver and is an Investment Advisor Certified Compliance Professional. Katie lives locally with her husband and son and enjoys attending the local food and arts events, reading and gardening.