As the Client Support Specialist at Diversified Wealth Strategies, Katie provides dedicated administrative and service support to both advisors and clients, ensuring a smooth and efficient experience at every stage of the relationship. With a strong background in client and customer service, she focuses on creating a welcoming, seamless, and supportive experience for everyone she works with.
Katie plays a key role in the day‑to‑day operations of the firm. Her responsibilities include serving as a first point of contact for clients, preparing and organizing documents, managing scheduling and advisor calendars, and maintaining accurate client records. She assists with account applications, transfers, and service requests, and coordinates with custodians and financial institutions to help ensure timely, efficient processing. Katie also prepares meeting materials, tracks follow‑up items, and supports advisors in implementing client strategies.
Known for her approachable nature, attention to detail, and ability to anticipate client needs, Katie takes pride in maintaining clear, consistent communication. Her ability to manage multiple priorities with professionalism and care helps keep the client experience running effortlessly behind the scenes.
Life Outside the Office
Katie is a proud mother of three who brings energy and enthusiasm to everything she does. She is passionate about health and wellness and enjoys incorporating balance and well‑being into both her personal and professional life. Her experiences have strengthened her organizational skills, patience, and adaptability—qualities that naturally shape the way she supports clients and colleagues each day.