Katie’s role involves interacting with clients to keep them informed about their accounts, assisting with client meetings, and providing essential administrative support for client communication. Her background in working with the public and finances, combined with her commitment to our team, underlines her dedication to serving our clients. Katie’s core values, including respect, responsibility, leadership, and balance, reflect her caring and helpful nature. She believes in treating everyone with respect, taking responsibility for her actions, and maintaining a healthy balance between work and personal life. Katie’s goal is to help clients feel confident in their financial decisions and build lasting relationships.

Meet Our Team