Katie comes to Nvest with a background in relationship management, client service, and operational excellency. While she began her professional career as an educator, Katie transitioned to the financial services field in 2022, working at a broker dealer/RIA for 3.5 years. She combines this back-office experience with a strong attention to detail and desire to help others to provide white-glove service to our clients.
Katie graduated from Saint Michael’s College in 2020, earning her Bachelor’s degree in Spanish and secondary education, and was a member of the swim team during her tenure. This commitment helped shape the strong work ethic she is known for today. Katie is known for her proactive approach, glass half-full attitude, and friendly demeanor, which allows her to connect with and gain the trust of those around her.
Outside of work, Katie enjoys traveling, exploring the outdoors, cooking/baking, sewing, and reading. Her ideal night includes trying a new dinner recipe, followed by a card game on the floor with her husband and their crazy cat Oliver in tow.
