- (216) 800-9000
Katie is in charge of scheduling appointments for advisors, coordinating events, managing seminars, administrating the client concierge program, handling client mailings such as monthly newsletters and weekly emails, and tracking the effectiveness of marketing strategies. Prior to joining Strategic Wealth Partners, Katie worked as a Regional Coordinator and a Vendor Performance Analyst for a Property Preservation company.
Katie adheres to a financial philosophy based on living within your means. Living well doesn’t have to break the bank; simply understanding your needs versus your wants can help you achieve your goals. In her free time, the Broadview Heights native enjoys playing softball, boating, traveling, spending time with friends and family, and playing with her two boxers, Chloe and Zoey.