Katie O’Neill IACCP®
Client Relations Coordinator & Operations Assistant
Investment Adviser Certified Compliance Professional®
Team Member since 2023
As Client Relations Coordinator and Operations Associate, Katie plays a pivotal role in ensuring seamless operations, efficient processes, and exceptional client experiences. Her multifaceted skills and genuine care for our clients' financial well-being make her an indispensable asset to our team. Katie has a Bachelor’s degree in Microbiology from Montana State University and a Master of Finance from Colorado State University.
Passions & Purpose
- Finance. Katie loves talking about finance and where it intersects with our life goals. This passion led to a career-change from Microbiologist to the financial industry.
- Reading. Katie is an avid reader who’s book club meets monthly to discuss books covering a wide range of genres.
- The great outdoors. Specifically in Colorado where she lives with her husband and 5 year old daughter.