About Me

I’m a fierce financial literacy advocate, educator, speaker, and author. I formerly ran my own virtual financial planning firm for Millennials and currently work at a boutique firm in Manhattan serving folks in arts, entertainment, and tech. When I’m not helping people improve their money skills, I travel the country financially educating companies, schools, and conferences on all things personal finance. I specialize in developing engaging and humorous financial curriculum tailored to the needs of your group. I’m a part-time comedy writer and performer, so if you want financial lessons that aren’t boring or condescending, I’m your girl!

Catie isn't your average personal finance expert.

She leads a not-so-secret double life in comedy. Catie’s work can be seen on McSweeney’s, The Belladonna Comedy, Funny or Die, and many others. She’s also a writer and performer with Sketchworks Comedy.

A while back, Catie had the weird idea to combine her financial literacy teachings with humor. Michelle Obama said it best: “First you get them to laugh, then you get them to listen.” Since that time, Catie has had the opportunity to teach the fundamentals of personal finance in a humorous way through both her writing and speaking engagements. She takes a unique approach to financial literacy and education.

In August 2017, Catie released her debut book of essays titled The Millennial’s Guide to Getting Your Sh*t Together.

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Watch My TED Talk

Finding the Funny in Financial Literacy

How do you make learning about fiscal wellbeing fun? In my TED Talk, I share how I have turned my love of humor and financial responsibility into an enormous opportunity for a new generation of financial literacy.

5/5
"As an agency that has both Millennial and Gen Z employees, we were looking for a resource that could speak and train our staff on how to be smarter with their money in a fun and engaging way. In the past, we had boring financial advisors that used terms most didn't understand and it went straight over their heads. Catie was the perfect fit for our company. She presented on cash flow, debt management, student loans, and why/how to use a 401K all while making the topics fun, relatable, and providing clear next steps on how our employees could set themselves up for the future. I would highly recommend bringing Catie in as a resource for any company!"

- Jill Yuen, Riddle & Bloom

Let’s Work Together!

Interested in chatting with Catie about speaking, writing, or having her on your podcast or YouTube channel? Get in touch and let’s make it happen!

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