About Katie
Katie is a financial services professional with nearly three years of experience supporting clients across brokerage, advisory, and wealth management environments. She joined Focus Partners Wealth in 2026 and works closely with advisors to support client relationships and provide operational and administrative support within a wealth management practice.
Prior to joining Focus Partners, Katie held financial services roles at LPL Financial and Fidelity Investments, where she gained hands-on experience in client support, investment operations, and navigating complex financial platforms.
Outside of work, Katie enjoys spending time with friends and family, cooking, traveling, creating art, attending live music events, and exploring new foods.
Education and Professional Milestones
-University of Arizona - bachelor's degree in marketing
Katie is a financial services professional with nearly three years of experience supporting clients across brokerage, advisory, and wealth management environments. She joined Focus Partners Wealth in 2026 and works closely with advisors to support client relationships and provide operational and administrative support within a wealth management practice.
Prior to joining Focus Partners, Katie held financial services roles at LPL Financial and Fidelity Investments, where she gained hands-on experience in client support, investment operations, and navigating complex financial platforms.
Outside of work, Katie enjoys spending time with friends and family, cooking, traveling, creating art, attending live music events, and exploring new foods.
Education and Professional Milestones
-University of Arizona - bachelor's degree in marketing