Katie provides hands-on support to clients at Strada Wealth Management, assisting with account access, documentation, and implementation of financial solutions, ensuring processes are seamless and informative. She emphasizes clarity, empathy, and efficiency in every interaction.
Katie earned a BS in Finance with a concentration in Financial Services from FGCU, graduating Cum Laude, and completed coursework in a CFP Board-Accredited program. Her approach focuses on day-to-day client support and ensuring smooth account management.
Outside the office, she enjoys fishing, boating, scuba diving, traveling, and spending time with her fiancé and their two black labs.