Katie ensures the smooth operation of our firm’s daily activities. Whether it’s handling client communications, juggling schedules, Katie’s attention to detail and dedication to our clients ensures everything ticks along perfectly.
Katie’s role in our marketing efforts is all about benefiting you, the client. Her work helps us stay connected with you and keep you updated on what is happening in the financial world, making it easier for you to engage with us and get the most out of our services.
In her free time, Katie embraces the outdoor adventures that Long Beach has to offer, whether visiting her local farmers market, paddle boarding, or just soaking up the sun. When she’s not out and about, you’ll likely find her at home pampering her two beloved cats, Phoebe and Luna.