Katie builds relationships by earning trust and providing excellent service to “wow” our clients. She not only strives for efficiency and accuracy, but she also looks for creative ways to put that extra icing on the cake.
At Wealth Advisors Group, Katie wears many hats. In addition to serving clients, providing support to our advisors and streamlining office operations, she manages the firm’s social media presence, works tirelessly on marketing efforts, and organizes special events to create valuable conversations and personal interactions.
Katie has been working in finance since 1999. Prior to joining Wealth Advisors Group, she was the operations manager of a local investment and insurance firm for 10 years. In addition to having her life and health insurance license, she has a bachelor’s degree in business administration and marketing from Indiana Institute of Technology. Katie also serves as a notary public.
A Fort Wayne native she and her husband Jeff have two daughters, Lily and Charlee. As a family, they love the outdoors- camping, sports, fishing, and gardening are their regular activities. Katie also spends much of her time volunteering at her church and with Young Lives, where she ministers to teen Moms here is the Ft. Wayne area.
*Notary services are not offered through LPL Financial.