Katie Iacarella, J.D., AEP®

Katie Iacarella is an accomplished professional with a background rooted in law, finance, business planning and a passion for estate planning. She received her BA in Legal Studies and Business from the University of St. Thomas and a Juris Doctorate from the University of St. Thomas School of Law

Katie began applying her legal lens to the financial services industry when she joined Securian Financial, eventually serving as Director of Business Development. In that role, she led a team that helped  financial professionals build strong businesses while serving the diverse needs of their clients. Her team focused on practice growth, improving client experiences, product choice, and advanced case planning support.

Prior to her tenure as Director, she served as Advanced Strategies Counsel at Securian Financial, where she provided advanced technical support to financial professionals, specializing in business, charitable and estate planning strategies as well as complex life insurance cases.

Prior to Securian, Katie practiced law at Jeffrey P. Scott and Associates, specializing in estate planning, tax strategies, trust and estate administration, business formation and succession, and Medicaid planning.

Her choice to join Renaissance was fueled by a shared client-centric approach with a focus on relationships and doing the right thing for clients. Katie believes strongly that good estate planning positively impacts family dynamics and wealth transfer decisions and is a critical part of the wealth building conversation. She resonated with Renaissance's commitment to building exceptional and diverse teams to cater to multifaceted client needs.

Katie thrives in working with clients ranging from modest estates to ultra-high net worth families, focusing on tax-efficient wealth transfer and honoring personal legacies. Her expertise lies in estate planning, tax, and charitable planning, especially for family business owners navigating business exits.

Beyond her professional endeavors, Katie actively contributes to her community as a board member for Public Art St. Paul. She currently lives in St. Paul, Minnesota with her husband, Jeremy, and their children, Max and Eloise.

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