About
Katie
Katie’s primary role is to deliver high-quality service and operational support to Focus Partners Wealth’s clients and advisors throughout each stage of the wealth management process. She serves as a key liaison between advisors, custodians, and internal teams, supporting client onboarding, account administration, and ongoing service requests to help ensure timely execution and a seamless client experience.
Outside the office, Katie enjoys running and staying active, traveling, and spending time with friends and family, including her two dogs, Benji and Millie.
Education and Professional Milestones:
-Florida International University - bachelor’s degree in biological sciences
Katie’s primary role is to deliver high-quality service and operational support to Focus Partners Wealth’s clients and advisors throughout each stage of the wealth management process. She serves as a key liaison between advisors, custodians, and internal teams, supporting client onboarding, account administration, and ongoing service requests to help ensure timely execution and a seamless client experience.
Outside the office, Katie enjoys running and staying active, traveling, and spending time with friends and family, including her two dogs, Benji and Millie.
Education and Professional Milestones:
-Florida International University - bachelor’s degree in biological sciences