Katie recently graduated from North Carolina State University with a degree in Business Administration, concentrating in finance. Her academic background, combined with her passion for financial services, has provided her with a solid foundation in financial analysis, investment strategies, and wealth management. Eager to apply her knowledge and continue growing in the industry, Katie is committed to helping clients make informed, strategic decisions to secure their financial future.
Outside of work, Katie enjoys exploring new places, cheering on the Carolina Hurricanes and the Wolfpack, and staying active through outdoor activities.