Katy has worked with the Maxwell Team since 2012, supporting several different areas of the business ranging from 401(k) and retirement planning to wealth management. As Katy is both Series 7 and 66 licensed, she currently serves as Maxwell Wealth Strategies’ Registered Account Executive where she puts our clients’ needs first and assists them on a wide array of projects.
Katy obtained a BS degree in Marketing from California State University, Chico in 2006 where she was very involved in the business school’s clubs and activities – President of Chico State Advertising Competition Team, American Marketing Association, Chico State University Leaders Honor Society, and College of Business Summa Cum Laude.
Pleasanton is Katy’s hometown and she too is an alum of Foothill High School. Katy has a passion for outdoor activities and sports of all kinds – especially swimming – where she dedicates her evening time coaching for a local year-round club team.