As director or our retirement plan division, Katie works with companies to establish, operate and enhance qualified and non-qualified retirement plans. Since 2008, Katie, better known as 401Katie, has worked with business owners and their employees to achieve successful retirement outcomes.
Katie is a Certified Financial Planner as well as an Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor. She is a dedicated adviser who always delivers what’s in the best interest of her clients.
An NC State grad, Katie enjoys watching Wolfpack athletics and cheers on the Carolina Panthers with her husband, Jace, and son, Cameron. Rounding out her family is Kona, a stubborn yet playful French Bulldog.