Katie Chastain’s path to the financial services industry may have started unexpectedly, but it has quickly become a passion she is excited to pursue every day. Since joining Southern Oaks Financial Group in 2022, Katie has been instrumental in creating a smooth and supportive experience for clients.
Initially starting in a part-time role to assist with organization and administrative duties, she discovered her love for the industry with the guidance and inspiration of her brother-in-law, Quentin. Watching how much comfort and relief a well-crafted retirement plan could bring to clients, Katie knew this was the career where she could make a meaningful difference.
Katie thrives on bringing organization and efficiency into every aspect of her work, ensuring no client request or need goes unmet. Recently, she earned her health and life insurance licenses and looks forward to taking on a more hands-on role in creating tailored retirement plans. Coming from a non-financial background, with a Bachelor of Science in kinesiology and exercise science, Katie has embraced the challenge of learning the financial world from the ground up. This experience fuels her desire to educate clients, especially those new to finance, ensuring they fully understand their retirement plans and feel empowered about their future.
Katie and her husband, Cahl, are proud parents to their daughter, Addison, lovingly nicknamed Nugget, and their “fur baby,” Georgie the Corgi. Katie finds joy in sunshine, the outdoors, visiting Pensacola and being a passionate Taylor Swift fan. She is an enthusiastic lifelong learner, always dreaming of exploring new classes at the University of Arkansas.