Katie Iwata

Katie brings over a decade of experience in the financial industry and leverages all the knowledge and expertise BOK Financial offers. She believes in a problem-solving approach to help clients craft customized retirement and wealth management plans that help prepare them for the unexpected and effectively plan for the future.

She holds a bachelor of arts degree in journalism from Oklahoma State University in Stillwater, Oklahoma.

In her free time, she loves to practice yoga, watch live music, and spend time outdoors with her three daughters. She is also a Monte Cassino Parent Teacher Organization member and volunteers with Junior Achievement to deliver financial education to younger generations.

Katie wants her clients to know she is passionate about providing holistic advice, whether they are growing their wealth or preparing for retirement.