Prior to joining our team in 2016, Katie worked for two years in the banking industry. She began her career in financial services while completing her bachelor’s degree in Business Administration from Saint Leo University. Initially working as a Client Services Manager with our firm, she gained first-hand experience assisting with client’s financial planning needs. She then obtained her Series 7 securities license and became a financial advisor. As an advisor, she is able to use her foundation of knowledge to further build her relationships with our clients as she identifies their financial goals and assists them with planning to reach those goals. Katie was born and raised in Lake City and enjoys spending time with her husband and family. She is an active member of Oak Grove Baptist Church and was raised on strong family traditions and Christian values.