Katie (Keay) Bogue

Katie has been the rock to the Cairn Wealth Advisors team and clients since joining in 2016. She has a unique skill set that allows her to oversee the team and practice operations while cultivating meaningful relationships with clients.

Katie combines critical thinking, attention to detail and deep problem solving in an effort to deliver the highest standard of customer care. Having held various positions within the firm, now including Wealth Advisor, she can often quickly employ simple solutions for complicated issues.

Katie is dedicated to our mission and her purpose is to help clients achieve their financial goals. She holds the Series 7 and 66 Licenses, CA Insurance License, as well as a BA from San Jose State University in Geography.

Katie lives in Morgan Hill, CA with her husband, two young daughters, and loveable Labrador. She likes to spend her free time exploring all that Northern CA has to offer, building memories with her family, and experiencing new cultures through travel and cuisine.