Katie is responsible for assisting and collaborating with Travis on research, preparation for client meetings, new client onboarding, process improvement, and business development of the firm and assisting with special projects.
Katie's previous experience in the financial industry with JT Stratford makes her the perfect fit for this important role.
Katie graduated from Piedmont University in Demorest, GA with an MBA in 2011 and Bachelor of Business Administration degree in 2010.
Katie currently resides in Gainesville, Georgia, with her husband Daniel, and her two sons, Hudson and Ethan. She is a member of Free Chapel Church in Gainesville, GA.
In her spare time, Katie enjoys being around her family, traveling, hiking, and being a foodie.