- Transactions (Money Movement, Roth Conversions, Excess IRA/Roth IRA Contributions Removal)
- Account Questions
- Death and Divorce Settlements
- New Account setup
- Financial Plan Data Entry
Katie joined the Caliber Wealth Management team in April 2019 as a Client Service Manager. After being a stay-at-home mom for 10 years, Katie rejoined the workforce in 2017 when she started her career in the financial industry at Waddell & Reed. She has been married to her husband, Craig, since 2004. They have two children, Alex and Ava. In her spare time, she can be found cheering on her kids at various sporting events or playing volleyball.