With 10 years of experience in financial services, Katie has built her career around helping people, creating meaningful client relationships, and making sure the details behind the scenes are taken care of. She has a background in client service, operations, and team leadership, and genuinely enjoys finding ways to make things run more smoothly while making clients feel heard, valued, and well cared for. She believes the best relationships are built on trust, genuine connection, and a commitment to going the extra mile.
Katie enjoys being someone others can rely on and takes pride in creating an environment where everyone feels supported. She loves finding ways to make things easier, more organized, and more efficient, while never losing sight of the people behind the process. Her approach is rooted in kindness, attention to detail, and a genuine desire to help.
Katie lives in the Brentwood area with her husband and children, and most of life outside of work revolves around her family. She has a passion for cooking, loves traveling with her family and exploring new places, and especially enjoys making memories with her kids. When she’s not at home, you’ll likely find her cheering them on from the sidelines at a soccer, rugby, or football field. She feels fortunate to call the Nashville area home and is excited to bring her experience and heart for helping others to the firm.