Katie Lorsbach
Advanced Markets Manager Investment Services @COUNTRY Financial®
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WORK HISTORY
Advanced Markets Manager Investment Services @COUNTRY Financial®
Bloomington, IL, US
Lead a team of experienced, highly credentialed wealth management, business retirement, and financial planning professionals within the Investment Services division- Support complex advisor and client needs across retirement, estate, business, farm, and investment strategies- Provide leadership through influence, coaching senior consultants while ensuring alignment to Investment Services strategy, service standards, and risk expectations- Partner cross‑functionally with operations, legal, compliance, marketing, distribution, and other investment services teams to support complex planning cases and enterprise initiatives- Contribute to platform modernization, planning tool strategy, and advisor experience enhancements during periods of organizational change.
EDUCATION
Illinois State University
Master of Business Administration - MBA
Illinois State University
Bachelor of Science, Finance & Insurance
ABOUT KATIE LORSBACH
My career spans advisor practice, wholesaling, advanced financial planning, and enterprise leadership within Investment Services. I started in technical and advisor support roles, built and ran my own Financial Advisor practice in Colorado, and later moved into advisor‑facing leadership. That experience gives me a grounded view of how strategy, tools, and service models actually land with advisors and clients — and it continues to shape how I lead. I currently serve as Advanced Markets Manager within Investment Services at COUNTRY Financial / COUNTRY Trust Bank®. I lead experienced, highly credentialed wealth management, business retirement, and financial planning professionals who support advisors and clients across retirement, estate, business, farm, and investment strategies. Much of our work sits in complex cases where judgment, coordination, and experience matter. I’m known for my ability to step into ambiguity, partner across the enterprise, and advocate for life and investment services priorities in cross‑functional initiatives. My leadership style emphasizes clarity, trust, and accountability — whether coaching early‑career professionals, guiding senior consultants, or working with senior leaders across operations, legal, compliance, marketing, distribution, and investment services. In recent years, I’ve led and contributed to large‑scale enterprise initiatives, supported major platform and vendor decisions, and helped teams navigate periods of meaningful change. I bring a strong balance of business acumen, technical credibility, and inclusive leadership to every role. MBA | CFP®, ChFC®, CLU® | FINRA Series 6, 26, 63
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