Katie is the marketing planner behind the scenes at Waldo Wealth Partners, and is consistently thinking of ways to deliver a better client experience.
Her duties include client communication, event planning, and ensuring clients have an outstanding experience while interacting with Waldo Wealth Partners. Katie enjoys getting to know clients on a personal level, and making them feel at home.
Katie officially joined Waldo Wealth Partners in 2019, but has helped Ian with marketing ideas and planning events even before they were married in 2013. She also stays busy raising their two children. Prior to them being born, she worked as a massage therapist and a nanny. Katie earned her certificate of massage therapy from Irene’s Myomassology Institute and a Bachelor’s of Science from Madonna University.
When not in the office, Katie enjoys spending time with family and friends, traveling, cooking and learning about health and nutrition.