Administrative Assistant

Katie works in the El Dorado Hills office and is most likely the voice greeting you on the other end of the phone when you call. She strongly believes in teamwork and serving her co-workers in any capacity. In addition to answering the phone, she supports our life planning and 401(k) advisors and assists was client service needs.

Out of the Office

When not in the office, Katie loves spending time with her husband and 3 boys - going to their sporting events, camping and traveling – her family has lived all over the world! She also enjoys spending time chatting with friends over a latte or watching the sunset with a glass of wine.