Katie delivers exceptional service to clients by taking a proactive and forward-thinking approach. She focuses on anticipating needs to ensure each client’s unique vision and long-term wealth goals are fully realized.

Katie is driven by the belief that after a lifetime of hard work, clients deserve true peace of mind in retirement. This commitment to security and clarity is what fuels her passion for her work. She brings high-level expertise to the team, holding the Certified Trust and Financial Advisor (CTFA) designation and drawing on years of specialized experience as an Assistant Vice President and Client Advisor at Whittier Trust Company.

Guided by the principle of always acting in the client’s best interest, Katie blends deep industry knowledge with a BA in Communications from Auburn University. This background shines through in her ability to simplify complex financial processes and build lasting, meaningful trust with the families she serves.

Outside of the office, Katie stays busy with her daughter, Stevie, her husband, Corey, and their pug, Lola. To recharge, she enjoys diving into a good book, staying active with Barre classes, or catching up on the latest reality TV.