Katie provides service regarding day-to-day account activities for Keith, Carr Wealth Management clients. She believes trust and service is the foundation of every client relationship, and is always looking for ways to improve client experiences and further educate herself to better assist clients. Katie brings more than 16 years of wealth management experience to the team. Prior to joining RBC Wealth Management, she was employed with Merrill Lynch for 13 years and also at Cetera Advisors. She has passed the Series 7 and 66 exams and is currently studying for her CERTIFIED FINANCIAL PLANNER^TM certification.

Katie is a graduate of Rider University where she was co-captain of the Division I field hockey team. She holds degrees in management and organizational behavior, and human resource management. Katie loves cooking, traveling, skiing and spending time with her husband, three kids and two dogs.