Katie joined HB Wealth in May 2025 as a Client Service Associate. She has a passion for deepening client relationships and strives to bring a “wow” factor to client servicing.
Prior to joining HB Wealth, Katie worked as a client service associate for another RIA where she covered four advisors, including one of the firm’s managing partners. Before becoming a CSA, Katie spent about twelve years working in various banking roles, including being a licensed banker, where she discovered her passion for working with wealth management clients.
Katie previously held her SIE, Series 6, 63, and Maryland Life & Health licenses in her prior roles. Before entering the world of finance, Katie received her national pharmacy technician certification.
Outside of the office, Katie’s world revolves around her daughter. She also enjoys spending time with family and friends.