As the Director of Client Service, Katie offers a unique blend of expertise. With a background as a former Financial Advisor, she understands the intricate details of the financial world. Katie’s wealth of knowledge allows her to assist our current advisors in managing portfolios and striving to provide quality client experiences. Her experience as a former Director of Operations at a software firm, overseeing multiple divisions, equips her with organizational and operational skills which she seamlessly integrates into her role to enhance our service efficiency. Katie is passionate about supporting both clients and advisors.