Katey’s approach to daily operations makes for a friendly, seamless client experience. Katey handles all aspects of account administration, compliance, formal correspondence, and is often the ‘first voice’ on the phone. Katey says, “I am deeply committed to Arron’s vision for his practice. I make sure the important details are handled, both in our business and our home, so he can focus on what he excels at – investment strategy, management, and financial planning. We’re building this together. We serve our clients together. Life could have been very different for my husband. I am grateful beyond words we have our story to tell, and that we also get to help clients tell theirs.”
Outside the office, Katey and Arron are parents to four boys and six big, lovable dogs. Katey enjoys traveling, time with loved ones, and painting