Katie O’Neill IACCP®

Client Relations Coordinator & Operations Associate

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.