Hi. 👋
I’m Katie Kavehrad.

Location
Knoxville, TN
Experience
10+ years
Credentials
- CERTIFIED FINANCIAL PLANNER™
- Chartered Advisor in Philanthropy®

I’m a proud CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®. I love building meaningful relationships with my clients beyond numbers on a spreadsheet. It’s a beautiful privilege to be a part of my clients’ lives and celebrate the critical milestones, grieve with them in their losses, clarify complex decisions, and walk them through some of life’s most significant transitions.

After a decade of talking with people about money and stewardship, I’ve learned to help my clients focus on what matters most based on their values and dreams. My extreme attention to detail and analytical approach to finance sets me apart. My genuine desire to listen and understand what drives someone ultimately keeps them long-term.

Originally from the Pacific Northwest, my family and I relocated to East Tennessee in 2022. I’m a wife and mom, and outside of work, you’ll find me in the stands cheering on my children, handing out snacks, and doing my best to create meaningful memories with my loved ones.

Team Canopy

Canopy Team

Rooted in collaboration and elevated by achievement, Team Canopy brings a wide-reaching perspective and strong, steady support to every client relationship. As winners of the 2025 Root Olympics, they know how to show up when it counts—but more than that, they represent what it means to grow and thrive together.

At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.

Chris Riboli

Senior Financial Advisor

Financial Advisor Team

Associate Advisor Team

Client Success Team

I’d love the opportunity to help you.

Take the first step by scheduling your Explore Call below.

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Hi. 👋 I’m Katie Kavehrad.

Team Canopy

Canopy Team

Recent Content From Katie Kavehrad

Charitable Giving, Tax Strategy, Working With Root and MORE with Ari Taublieb, CFP®, MBA

Charitable Giving, Tax Strategy, Working With Root and MORE with Ari Taublieb, CFP®, MBA

I’d love the opportunity to help you.

Meet more advisors.

Hi. 👋
I’m Katie Kavehrad.