About Katie
Katie works directly with clients to develop a financial plan personalized for their specific situation and goals. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor. Her duties include leading client relationships, gathering and preparing data, and implementing the financial plan. Her objective is to provide clarity for clients as they navigate through their careers, in dentistry or otherwise, and manage small businesses.
Katie serves as controller and as a member of the investment committee for the Junior League of Indianapolis.
Education and Professional Milestones
- State University of New York at Geneseo - Bachelor’s Degree in Accounting
- Joined Focus Partners Wealth through the firm’s 2014 merger with Indiana-based Hufford Advisors
- Spent more than 10 years at Hufford working in various financial planning roles, most recently as a Senior Planning Consultant
Katie works directly with clients to develop a financial plan personalized for their specific situation and goals. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor. Her duties include leading client relationships, gathering and preparing data, and implementing the financial plan. Her objective is to provide clarity for clients as they navigate through their careers, in dentistry or otherwise, and manage small businesses.
Katie serves as controller and as a member of the investment committee for the Junior League of Indianapolis.
Education and Professional Milestones
- State University of New York at Geneseo - Bachelor’s Degree in Accounting
- Joined Focus Partners Wealth through the firm’s 2014 merger with Indiana-based Hufford Advisors
- Spent more than 10 years at Hufford working in various financial planning roles, most recently as a Senior Planning Consultant