As the team’s operational and client support professional, Katie works with affluent families, executives, and business owners to coordinate the complete spectrum of their private wealth needs. She focuses on building strong relationships with clients, while providing concierge services that bring together the vast resources of a global firm through a boutique and personalized experience.
Katie now carries over 15 years of experience in the financial services industry.
Education
Katie earned her bachelor’s degree from the University of Phoenix. Upon entering the industry, she earned the Accredited Wealth Management Advisor™ (AWMA®) designation from the College of Financial Planning. She also holds her FINRA Series 6, 7, 63, and 66 registrations, as well as the life and health insurance licenses.
Away From the Office
Katie lives in Milford, OH, with her children, Ethan and Tyler, and their pups, Henry, Trixie and Roo.
CA Insurance License Number: 4007398. Resident State: OH.