Katie Ogle serves as Office Manager for the Broomfield office, taking the lead on client service and operational duties. She provides excellent service through thoughtful communication, attention to detail, and adaptability to help clients with their wants and challenges. She joined Raymond James in 2020, drawn by the firm's client-first philosophy.
MainStay Advisors clients work with Katie to schedule and coordinate meetings with financial advisors in the Broomfield office. She leads new clients through the onboarding process so that they can utilize all of the resources afforded to them. She communicates the progress of accounts transferring, performs timely cash transfers on request, and maintains all client relationship files. Katie is also the point of contact for help with using Client Access, the tool that allows clients to access their online accounts, statements, and financial planning tools.
Katie enjoys exploring the outdoors with her husband, Bryan, and spending time with their family. She enjoys cycling, hiking, camping, and standup paddleboarding. Katie graduated from the University of Oregon with a Communications degree.
Scheduling and Appointment Coordinator
Client Onboarding & Maintenance
Online Portal Registrations
Goal Planning & Monitoring
Integrated Risk Tolerance
Asset Allocation Direction
Customized Investment Implementation
Plan Success Probability & Optimization
Investment Portfolio Evaluations
Contribution & Withdrawal Tracking
Risk vs. Reward Charting
Fee & Cost Disclosures
Written Meeting Summaries
External Account Aggregation
Personal Financial Organizer
Digital Organizer / Online Vault
Mobile Device Applications