Katie provides operational support for Pure Financial Advisors. Prior to joining the Pure team, Katie worked in client services for a wealth management firm in Indianapolis, Indiana for over 3 years. As a previous client services manager, she contributes exceptional support to advisors and helps to give clients a superior experience.
Katie graduated with a Bachelor of Science degree in Psychology from Indiana University in 2017. New to San Diego, she is looking forward to warmer weather and time with family. Katie enjoys spending time with her son, cooking, and traveling.