About
Katie joined FCS Private Wealth Management / Family office in 2022. As a Client Relationship Manager, Katie works with high and ultra-high net worth clients to deliver a first-class experience, unique wealth management solutions and unfailing account administration. Her passion for building relationships and connecting with clients and their families and her vast operational experience made her a great addition to FCS.
FCS Family Office serves our clients providing wealth management services to ultra high net worth individuals, families and institutions throughout the United States. FCS was recognized as a Forbes Top Wealth Management Team, Private Wealth 2022.
Katie enjoys running, working out, traveling, attending her kids’ sporting events and spending time with her family. Her husband and 3 children keep her active in the KC community.
Experience
Katie began in the financial services industry in 2005 and has served clients by providing exceptional service. Her experience with Registered Investment Advisor firms, Credit Unions, and Trust Departments gives her a vast background in payment processing, operations, client service and account administration.
Education
Bachelor of Arts – Human Development and Family Studies
Metropolitan State College of Denver 2005
Licenses & Certifications
Series 65, Series 6 and SIE
