Katie is my sister-in-law and00000000 brings with her a wealth of experience from her time at Citigroup, the parent company of Citibank. Her expertise and insights are invaluable assets to our team, and I am confident that her contribution will be instrumental in our journey ahead. As we embrace these exciting changes, I look forward to continuing our mission of providing you with quality investment advisory services.
Please be aware that Katie's responsibilities are primarily administrative, focused on tasks such as appointment scheduling and streamlining account maintenance. Importantly, at this time she will not have access to your portfolio information or the ability to execute financial transactions on your behalf.
As a fellow Christian, Katie shares our values of integrity and service. She is committed to upholding the principles that guide this firm and providing service that reflects the standards you've come to expect.