As branch operations coordinator, Katie’s duties are to fully engage in the client experience at LongView Wealth Solutions. Katie helps onboard our new clients making sure the process is seamless from the initial account openings, goal planning, and monitoring of those goals. Her primary responsibility is to interact with our clients, making sure their experience is extraordinary. Katie has been in the financial services industry for over twenty years and holds Series 7, 63, and 65 registrations as well as a Life, Health, and Disability Insurance license.

Katie lives in Stewartstown, PA with her dog. She has a daughter, Brook, who is a recent college graduate. In her spare time Katie enjoys reading, outdoor activities, and traveling.