Katie is a Director at Wellspring. She began her career at the firm in 2009 as an Associate and has gained over a decade of experience in developing and managing comprehensive financial plans to help ultra-high-net-worth clients achieve their goals and objectives. She became a Director in 2022 and is responsible for overseeing her client service team in addition to creating and implementing strategic financial plans for her clients.
Katie earned her Bachelor of Business Administration in Finance from John Carroll University. She is also a CERTIFIED FINANCIAL PLANNER™ professional.