Katie is an Operational Partner with a strong foundation in financial services and a background as a Virtual Assistant for financial advisors and a Private Banking Specialist. Drawing on experience in high-touch client service, Katie has developed a keen attention to detail, exceptional organizational skills, and a deep understanding of financial products and processes. In her role as a Private Banking Specialist, Katie supported high-net-worth clients by managing complex financial needs and providing tailored solutions. Transitioning into her role as an Operational Partner, Katie combines her administrative expertise with a passion for financial planning to assist advisors in delivering well-structured, comprehensive plans. With a commitment to continued professional growth, Katie is excited to contribute to the financial planning process and support clients in achieving their long-term financial goals.