Katie Wilken

Tax Administrator

Katie serves as a Tax Administrator at Trivium Point, bringing experience in wealth management and government service. She previously worked in the tax department of a wealth management firm, supporting high-net-worth clients with complex financial needs, and has held roles at both the state and federal levels. Katie earned her bachelor’s degree from East Tennessee State University and now resides in Asheville, North Carolina. Outside of work, she enjoys cooking, hiking, and traveling, as well as spending time with her husband and their two young children.

Our Promise to Our Clients

We make all the crossroads count.

We build a strategy that maps to your aspirations and your risks. We roundtable detailed intelligence so you can do what you do best: know your options, trust your instincts, and act.

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