Katie Godbout serves as Chief Marketing Officer, where she spearheads strategic marketing initiatives that align with organizational goals and drive sustainable growth. With a strong background in financial services and SaaS, Katie is a seasoned expert in building scalable systems, fostering marketing and sales alignment, and crafting strategies that deliver measurable results.

Before joining the firm, Katie was VP of Sales and Marketing for Covisum, a financial planning software utilized by financial advisors. Prior to Covisum, Katie held leadership roles as a marketing executive and consultant, where she successfully launched integrated campaigns, optimized operations, and strengthened audience engagement. Her data-driven, results-focused approach consistently translates marketing efforts into revenue growth and lasting business impact.

Katie holds a Bachelor of Science in Journalism with a concentration in Public Relations and Advertising from the University of Nebraska at Omaha, as well as a Master of Science in Marketing with a specialization in Digital Marketing from Western Governors University.