BIOGRAPHY
Katie provides operational support for Pure Financial Advisors, ensuring streamlined processes and exceptional client service. Before joining the Pure team, Katie worked in client services for a wealth management firm in Indiana for over three years. As a former Client Services Manager, she excelled at delivering top-tier support to advisors and creating a superior experience for clients. Additionally, Katie’s project management experience allows her to optimize client service workflows, ensuring efficient task management and contributing to an enhanced client experience.
Katie earned her Bachelor of Science degree in Psychology from Purdue University in 2017. Originally from the Midwest, she now enjoys living in sunny San Diego, where she spends her time cooking, traveling, practicing Pilates, and cheering on her son at baseball games.
