Katie brings creativity, care, and precision to our team, supported by more than twelve years of experience in the financial services industry, including six years dedicated to serving the complex needs of high‑net‑worth families.
She began her Wells Fargo career in 2014 within Community Banking, where she built a strong foundation in leadership, team development, and client experience. During that time, she focused on coaching and developing high‑performing branch teams and ensured clients received thoughtful, attentive service.
In 2020, she transitioned into Wells Fargo’s Wealth and Investment Management division, supporting senior private bankers, wealth managers, and financial advisors. Over the years, she developed expertise in advisor marketing, client engagement, and relationship management.
Today, Katie supports our clients in a highly personalized operational role, ensuring their needs are handled accurately, promptly, and with genuine care. She enjoys building meaningful relationships and wants her clients to know that if they need something, she is someone they can trust to see it through. Integrity, honesty, and open communication guide her approach to work, and she is known for her calm confidence, positive energy, and attention to detail.
Outside the office, Katie is an avid traveler who has explored some of the world’s most memorable destinations, with Costa Rica, Scotland, and South Africa among her favorites. She enjoys reading, spending time outdoors, travel photography, and making memories with her husband and their two dogs. She is also passionate about supporting local animal rescue organizations by serving as a foster for dogs in need. Katie often jokes that if it were up to her, her backyard would double as a wildlife sanctuary.
Whether she is advocating for clients, caring for animals, or exploring new places, Katie brings curiosity, warmth, and dedication both inside and outside the office.
