Katie White

Project Coordinator

Katie is an experienced Project Coordinator with many years of experience leading projects from planning through completion. She brings a strong background in project management, process flows and compliance within a highly regulated financial advisory environment.

In her role, Katie supports the firm by overseeing administrative and operational projects and assisting with compliance-related processes. Her deep understanding of financial services operations allows her to coordinate and manage large-scale projects across multiple teams.

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