Sales Associate & Client Care Specialist
Katie’s role is to assist the advisory team with meeting preparations, client inquiries, and scheduling. Katie assists with all inquiries related to your account, including account openings, account transfers, contributions, withdrawals, estate settlements, and primarily works with Matt Sisson. Katie is also involved with the marketing team in client care and new client events.
Katie started with PWM Private Wealth Counsel after receiving her Administrative Assistant Diploma at the Academy of Learning College in the summer of 2016. She is looking forward to learning more about the wealth management industry as well as the insurance side of the business. We are excited to see her grow in her position and knowledge.
Katie spends most of her free time with her children - her 6-year old daughter, Brielle, and her 1-year old son Jayden. They live near the lake which makes it easy for them to go fishing, camping and in the winter, snowmobiling. Their dog Reggie loves to come along too! She enjoys traveling and hopes to go back to Vancouver as soon as she can!