Throughout her career in financial services, Katie has used her compassion, attention to detail and dependable nature to ensure clients are provided the dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining our team in August 2022, Katie was a senior branch office administrator at Edward Jones for eight years and a medical billing specialist at Wellspring for 12 years.
Katie was born and raised in Juneau, Alaska, and lives here to this day with her husband, Neil. In her free time, Katie enjoys being outdoors on her boat, camping and walking to enjoy all Alaska has to offer.