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Client Service & Operations Manager
“I really want to serve clients the best way possible. We will work together to make the process as easy as can be, and I’ll be here for anything they need.”
Katie is a dedicated, experienced client service and operations professional who ensures we continue to go above and beyond to meet clients’ needs. As our client service leader, she sets our people, procedures and systems up for success to live our values of Fully Reliable and Go the Extra Mile.
In addition to leading the client service team, she is the primary contact for some clients, handling services such as transactions, documents and meeting follow-up. She also supports our wealth managers, giving them more time to spend with clients.
Katie joined Laurel Wealth Planning after 18 years at a financial advisory firm where she began as an intern and worked her way up through financial planner positions, ending as a financial planning manager.
Her position at LWP is exciting to her because it is a twist on the familiar. Her experience working with clients as a financial planner is invaluable when leading client service, and she enjoys running operations to make sure the back end is set up for success on the front end. She is highly organized and loves the sense of accomplishment that comes from completing a project or improving a process.
Katie has a degree in finance from the University of Northern Iowa and is studying for Certified Financial Planner credentialing.
A native of St. Paul, Katie now lives in Woodbury with her husband, Matt; their three kids, Claire, Emily and Alex; and a puppy.
The family loves finding things they can do together on the weekends, like hiking in state parks and quick trips to Duluth. Katie has loved to bake since she was in college and loves to read anything and everything she gets her hands on.