Katie is a seasoned financial professional with a career spanning over 25 years, dedicated to crafting bespoke client experiences that define and set apart her practice. Her expertise lies in goals-based wealth management, specializing in retirement, education, legacy, and various life objectives. Committed to the highest standards of professionalism and ethics, she prioritizes exceptional client service at every stage.

Her journey in finance commenced as a Municipal Bond Trader for Merrill Lynch, navigating the New York and Dallas markets. Alongside this role, she pursued higher education at New York University, earning both an MBA and a master's in information systems. Katie furthered her career as a Municipal Bond Product Specialist and senior technology advisor at John A Levin and Company before establishing her own consultancy, KLB Partners, focusing on technology solutions for small businesses while raising her three children.

In 2017, Katie joined Wells Fargo Advisors, transitioning to the Wells Fargo Advisors Financial Network office in 2022, bringing her wealth of experience and dedication to her clients' financial well-being.

Outside her professional endeavors, Katie cherishes family time with her husband Toby, their three children, and their beloved dog Riley. They engage in various activities, from tennis at the park to winter skiing, maintaining both physical and mental vitality. Additionally, Katie actively contributes to her community through volunteering efforts with Oasis – a refuge for women in Paterson, New Jersey, and the IronMatt Foundation, advocating against childhood cancer. Her lifelong commitment to service continues to shape her personal and professional endeavors.
 

Elizabeth Dotson is a Senior Client Service Associate at Harbour Bridge Wealth Management Advisors, where she plays a central role in delivering an exceptional client experience and supporting the practice’s commitment to high-touch, personalized service for its private wealth clients. With a career rooted in client relationship management and operational excellence, Elizabeth is dedicated to ensuring that every client interaction reflects the practice’s values of responsiveness, professionalism, and trust.

Before joining Harbour Bridge, Elizabeth spent several years at Tiffany & Co., where she led a team within the Business Customer Gift Program, managing corporate accounts and delivering bespoke gifting solutions for high-profile clients. Working out of the company’s offices in both New York City and New Jersey, she developed a deep understanding of luxury service standards, project coordination, and the importance of discretion when serving distinguished clientele.

Elizabeth’s professional experience also includes roles in the financial services industry, where she supported advisors, managed complex account needs, and coordinated seamlessly across internal teams. Her meticulous attention to detail, proactive approach to problem-solving, and ability to anticipate client needs have made her a trusted resource for both clients and colleagues.

At Harbour Bridge, Elizabeth oversees a wide range of client service activities, from account administration and documentation to scheduling, communications, and coordination of client reviews. She is committed to building long-term relationships grounded in reliability and discretion, ensuring that clients receive the highest standard of care and support at every stage of their financial journey.

Elizabeth lives in East Hanover, NJ and enjoys beach time with her family, concerts and live music, and supporting her children’s sports teams. She is passionate about creating meaningful connections, both in her professional role and within her community, reflecting her belief that exceptional service is as much about understanding people as it is about managing details.

Christine Welby is a Senior Client Service Associate at Harbour Bridge Wealth Management Advisors. She has spent the better part of her 20-year career in customer service, working in the Retirement Plan Service Group of John Hancock and NY Life Insurance Company, as well as most recently with Tiffany & Co., helping to build out the sales and client satisfaction team for the luxury goods company through its acquisition by Moet Hennessy Louis Vuitton. Christine brings that experience to her role in helping to simplify the complexity within the lives of affluent families and to make things easier every day for those we serve.

Christine is very familiar with helping families manage the competing demands of being on-point at work while managing the complex schedules of their family. She has four children who keep her and her husband busy as they balance the many moving parts while always enjoying time with their beloved dog, Milo. She looks forward to helping your family find financial confidence in managing your life complexities.