Katie Manning Client Service Manager


  • Transactions (Trades, Money Movement, Roth Conversions, Excess IRA/Roth IRA Contributions Removal)
  • Account Questions
  • Death and Divorce Settlements
  • New Account setup
  • Financial Plan Data Entry

Katie joined the Caliber Wealth Management team in April 2019 as an administrative assistant. Her focus is on managing the calendars for the team and assisting clients with scheduling appointments.

After being a stay-at-home mom for 10 years, Katie rejoined the workforce three years ago when she started her career in the financial industry at Waddell & Reed. She has been married to her husband, Craig, for 15 years and has two children, Alex and Ava. In her spare time, she can be found cheering on her kids at various sporting events or playing volleyball.