Katie is the President at FiComm and New Skool Advocate who leads with authenticity. She oversees the people and client experiences, providing the strategic oversight and direction for all lines of businesses, including agency business, Advisor Education and AmpliFi.
Katie has nearly 20 years of experience in the RIA industry at leading firms including United Capital that was acquired by Goldman Sachs. Most recently she held the role of Vice President of Corporate Communications, for Goldman Sachs Personal Financial Management. Prior to the acquisition, Katie worked alongside industry disruptor and thought leader Joe Duran in various roles including Vice President, Organizational Effectiveness, and Chief of Staff.
Katie’s superpower is her ability to translate strategy into execution, connect dots and ensure people are in the right “seats” to ensure a high-performance team.
Katie lives in Laguna Niguel, CA with her husband Ryan, son Asher, and daughter Savvy. Most days you can find her winging motherhood and squeezing in a Barre3 class between shuttling kids to soccer practice and gymnastics. She considers herself “outdoorsy”, loves the beach and is passionate about traveling the world and creating memorable moments with her tribe.