Katie joined TCI in 2015 and is a Support Associate, helping organize and prepare items for client meetings. In addition, Katie helps with TCI’s marketing efforts. Katie is passionate about helping people become aware of the importance of financial planning early on in their lives.
Katie has a zest for life and enjoys trail running, Bikram Yoga, cooking, and studying the Zodiac. She seeks opportunities to create a full happy life and enjoys helping others do the same.