Katie is a seasoned professional with over 20 years of experience supporting clients as they navigate complex financial landscapes. Known for her dedication to building strong relationships, she has earned a reputation as a trusted associate who consistently goes above-and-beyond to meet clients’ needs.
Outside of her professional life, Katie is an avid outdoor enthusiast. She finds balance and inspiration paddleboarding on fresh and salt waters, exploring hiking trails, and traveling to experience new cultures and landscapes. These experiences fuel her passion for connecting with people and understanding diverse perspectives --which she brings to her work every day.
Katie is also a proud mother to her son, who is currently a senior in high school, and she enjoys supporting him as he prepares for the next chapter of his life. At home, she shares her space with her beloved Great Dane, Blue, whose playful and gentle nature brings joy to her daily routine.
