Katie helps clients pursue financial goals and build family legacies by delivering exceptional client experiences through building and retaining relationships.
She earned a bachelor’s degree in anthropology from The University of Tennessee with concentrations in Africana Studies and Hispanic studies. She is certified by La Vanguardia Academy as a fundraising professional.
Katie has extensive experience in the nonprofit sector, previously serving as director of development at Centro Hispano de East TN. She is a member of the Leadership Knoxville Class of 2023 and 2024 Mosaic Fellows, south cohort. Katie serves on the board for the Association of Fundraising Professionals Tennessee Great Smoky Mountain Chapter.