Katie is our Administrative Associate who holds the Series 7, Registered Representative, license through LPL Financial and joined our team in 2018. Working closely with our advisor team, Katie supports daily operations, client meeting preparation, as well as the creation and maintenance of financial plans. Katie also assists clients with account inquiries, requests, and oversees our client interface technologies. Prior to joining our team, Katie was a Lead Payroll Administrator, which provided her vast experience with analytic database management, and a broad range of payroll process and tax understanding.
Born and raised in the Tampa Bay area, Katie attended the University of South Florida where she earned her bachelor’s degree in Finance. In her spare time, she enjoys exercising, spending time with family and her dog, Zoey.