Katy is the first point of contact you have when you enter or call the office at PWM. Katy will greet you with a smile whether it is on the phone or in person, Katy looks forward to helping all of the clients. She will direct you to whomever you are looking for or direct you to whoever will help you best with what you are inquiring about.
Starting here in March 2019, Katy is one of the most recent additions to the PWM team. She had previously been working for a financial institute as an insurance advisor but found that when working from home she missed the camaraderie of an office and made the move to PWM. She looks forward to expanding her knowledge of the wealth management side of the industry.
Having recently gotten married, Katy enjoys spending time with her new husband, Fred. The two of them plan to test the bonds of love while they tackle a home renovation together. When not putting her handyman skills to work, Katy can be found playing volleyball, golfing, trying out a new restaurant, or really anything that allows her to spend time enjoying the company of her family and friends.