Katie White

Executive Assistant

Katie is an experienced Executive Administrative professional with many years of experience in the financial services industry. She brings a strong background in executive support, client services, project management, and compliance, providing dependable, detail-oriented support within a highly regulated financial advisory environment.

In her role, Katie supports advisors and client services by coordinating complex schedules, managing client communications, overseeing administrative and operational projects, and assisting with compliance-related processes. Her deep understanding of financial services operations allows her to anticipate needs, streamline workflows, and ensure a high level of service for both clients and internal teams.

Katie resides in Atwater, OH with her husband and two daughters.