Organized, patient, and extroverted, Katie adds a vibrant personality to our office.
Katie assists our advisory team with administrative duties, combining her project management acumen with an extensive background in customer relations. As an active listener and communicator, Katie brings clarity and an ability to see the whole picture—enabling our advisors to focus on our clients and their accounts.
Outside of the office, Katie enjoys spending time with her husband and their energetic Labrador retriever, Leo. You can also catch Katie showing her team spirit as she cheers on her beloved Hawkeyes and San Francisco 49ers.