Katie wants SignatureFD clients to feel confident and secure knowing they are partnering with a firm that is upholding high compliance and ethical standards. She is proud to be part of a team that values its clients above themselves and hopes to serve as an asset/resource to co-workers and clients, alike.
Katie has more than 15 years of experience in the industry. Prior to joining SignatureFD, Katie was a Vice President and served as Compliance Officer and Registered Principal at Peachtree Planning Corporation. Katie has received several professional awards and honors, including Leaders Club Qualifier for Guardian Life Insurance Company and inclusion in the Cambridge Who’s Who Among Executive and Professional Women list.
Katie is an active member of Peachtree Road United Methodist Church, and she volunteers with Start With One- Kenya.
Sign up to view 0 direct reports
Get started