Get to know the dedicated professionals who are here to guide you through every step of your retirement journey.
As a Relationship Manager, Katy assists our Advisors and strives to deliver a positive client experience. Her background consists of several years of experience in the financial industry, including mortgage and insurance, which affords her a well-rounded understanding of financial priorities throughout the different stages of life. With a client-focused mindset, Katy values the impact her position allows her to have in improving people’s financial lives.
A Milwaukee, WI native, Katy earned her Bachelor's Degree in Psychology from the University of Wisconsin. She is an avid skier and hiker, and also enjoys trivia and learning American sign language. Katy also likes to spend time volunteering at the Humane Society.
