Client Experience Managers
Katie is a Senior Client Experience Manager at Facet Wealth with nearly a decade of experience in financial services. Prior to joining Facet, Katie worked for several large asset managers, residing both domestically and internationally. She is passionate about strengthening the advisor-client relationship and is an advocate of financial literacy. She enjoys cooking new recipes, practicing yoga, exploring exotic destinations, and spending time with her husband, daughter, and two (energetic!) dogs. Katie has passed CFA Exam Level I.
Education: Auburn University (MBA in progress), Salisbury University (BS)
"Go the extra mile, it’s never crowded."
Get to know Katie
Hiking in Indonesia with my husband Will
Our mischievous 15 month old daughter Margot
Vacationing on the eastern shore with my girlfriends. Love my beautiful home state of Maryland!
Best day with our best pup, Dennis
What was the best concert you ever attended?
The Lumineers at the Stone Pony in Asbury Park, NJ. It was an outdoor concert. It began to rain, and everyone was singing and swaying together, dripping wet. It was incredible!
What's your favorite place in the world?
Sumba, Indonesia. It’s an island off of the coast of Bali. It’s inhabited by the Sumbanese, who are indigenous to the island. Their view of life is so refreshing and full of love and community.
What are you passionate about?
Financial literacy and equal opportunities for all
Who inspires you?
My father has always been my inspiration. He was raised in poverty and was not afforded the opportunity to graduate high school because he had to work full time. He raised me as a single father and instilled in me his strength and drive. Because of the values he instilled in me, I am the first in my family to graduate college and, although he’s no longer with us, his memory continues to motivate me to achieve greatness to this day.