Katie joined the firm in 2019 after beginning her career at Stone Coast Fund Services. She graduated from Boston University, where she was a member of the field hockey team, earning a B.A. in Political Science with a minor in Business Administration. Katie earned her Certified Financial Planner (CFP®) designation in 2021. In addition to working closely with clients, Katie leads the firm’s client services team and oversees key firmwide initiatives.
Katie is actively involved in her community and currently serves on the board of Waterville Creates. She was recognized as a Mainebiz NextUp: 40 Under 40 honoree in 2022, highlighting emerging leaders across the state.* She also served as Chair of KV Connect in 2022 and was named Emerging Leader of the Year by the Central Maine Growth Council in 2021. Katie was the varsity field hockey coach at her alma mater, Messalonskee High School, from 2021 to 2024 and was named KVAC Coach of the Year in 2022. Outside of work, Katie enjoys skiing at Sugarloaf, spending time at the lake, and learning to play the guitar. She lives in Sidney with her partner, Kevin, and their daughters, Paige, Charlotte, and Eleanor.
*This award is based on selections by MaineBiz judges panel from reader nominations. This award is not representative of the views of clients and is not indicative of future performance or services.