Wealth Designed. Life Defined.
Meet Katy
Katy prides herself in her ability to help clients feel comfortable and at ease in every interaction with our team, making her an excellent Director of First Impressions. Her friendliness and approachable demeanor help set the tone for the office.
A graduate of Kirkwood Community College, Katy has plans to pursue a degree in Finance at the University of Iowa. Katy received customer service awards from her previous employers.
Katy is also a registered 200 HR Yoga instructor and a bit of a foodie. She enjoys spending time with her family, reading and doing outdoor activities.
Favorite Quote:
"Keep your face always to the sunshine – and shadows will fall behind you." – Walt Whitman
Favorite book:
The Nightingale by Kristin Hannah
Favorite Holiday:
Thanksgiving
Something on my bucket list:
Backpacking some of the Appalachian Trail
Place I'd most like to visit:
Redwood National Forest
My biggest accomplishment:
My daughter!
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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
