Client Servicing Specialist
Katie approaches every interaction with a warm heart, attention to detail, and a focus on offering the best experience possible for the families and individuals we work with. Her role includes preparing clients’ files, ensuring paperwork and other transactions are processed in a timely manner, and helping our Retirement Planners build customized retirement plans.
Katie has passed the Series 65 securities exam. She also holds Iowa life, accident, and health insurance licenses.
Katie loves being in the kitchen. She enjoys watching Food Network for ideas and recipes and loves any show with Guy Fieri! Her favorite people to cook for are her daughters, Allison and Dakotah, and her husband, Zach.