Our Team

RBG Capital

Katie Heim

Financial Analyst, Corporate Finance

Katie Heim

"Perfection is not attainable, but if we chase perfection we can catch excellence." — Vince Lombardi

Katie joined RBG Capital in 2023 as a part-time Financial Analyst on the Corporate Finance team. Originally from Treynor, Iowa, she earned her bachelor's degree in Accounting and her Master of Professional Accountancy from the University of South Dakota.

Katie brings experience in both higher education and corporate finance. At RBG Capital, she supports the Corporate Finance team through financial modeling, preparing client-ready financial packages, and conducting industry research.

Outside of the office, Katie enjoys spending time with her husband, Caleb, and their son, Bennett. She also enjoys playing golf and spending time outdoors.

Work with Katie

Schedule a conversation to discuss how we can help with your specific financial goals.