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’ Client Relationship Manager 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. She served as President of the Chico State Advertising Competition Team, was a select invitee into the Chico State University Leaders Honor Society program and graduated Summa Cum Laude.
Katy resides in Dublin with her husband, Nick, and they are very excited to be expanding their family this fall!