About Katie

With nearly a decade of experience supporting agents and advisors, Katie brings a strong foundation in operations and a deep understanding of what it takes to keep things moving behind the scenes. Her background in processing, combined with her hands-on approach, allows her to anticipate needs and stay ahead of the details.

Katie is known for her diligence, responsiveness, and willingness to go the extra mile to get the job done. She values being part of a strong, growing team and appreciates the culture of support and collaboration that defines the firm.

Outside of work, Katie enjoys meeting new people, exploring new places, and spending time outdoors. She has a passion for travel and looks forward to making it a bigger part of her life in the future.