As Director of Client Services, Katie serves as an expert in operational excellence. Her goal is to deliver a consistent, exceptional client experience. She has a passion for workflow efficiency, making sure no detail is missed, and has presented at a national financial services conference as an expert on automated systems. With a focus on efficiency, systems security, and compliance, Katie helps clients feel confident that Assembly Wealth is dedicated to serving their needs.  

Outside of work, Katie spends time with family - being silly with her two children and coaching soccer teams with her husband, Barry. Playing board games is her go-to hobby for relaxation and fun. She also gives back locally by organizing holiday gift donations and neighborhood park cleanups. Katie has embraced Colorado living and visits the mountains all year long whether snowboarding or hiking. 

Katie graduated from Loughborough University with Honors in Banking, Finance and Management. Prior to joining our team, Katie worked in the Private Wealth Management division of Goldman Sachs. She represented the European offices in championing operational excellence. She also served in Morgan Stanley’s London office as an operations team leader.     

Ask her about: her passion for ballroom dancing!