Katie’s intent and objective as a wealth advisor is to provide amazing service to her clients by connecting with and anticipating the needs of each individual. In doing so, she creates a relationship where both parties are working together to reach the desired goal of the client.
Katie is responsible for the administration of personal trust accounts. She is a graduate of Indiana University and holds an MBA from Bellarmine University. She is also a graduate of Cannon Financial Institute Trust School and maintains her Certified Trust & Fiduciary Advisor designation.