As a Wealth Manager, Katie is responsible for helping clients identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their overall financial life. It is no surprise that Katie’s favorite aspects of her role are building strong client relationships and working with a team who shares a similar passion. Katie believes it’s the transparency and trust we build with our clients that result in the effectiveness of the services we provide. “Knowing exactly wh