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.