Katie has over 15 years of experience in the financial services industry and she takes pride in providing exceptional, friendly, and knowledgeable customer service. During the span of her career when she previously worked with Frank, (2007 to 2018), Katie established and maintained relationships with all of the clients of Oak Wealth Management and she considers many of them to also be her personal friends.
Katie is proud to have assisted in the creation and founding of Oak Wealth Management as Director of Operations in 2014 following her departure from Wells Fargo Advisors. Prior to moving to Houston, Texas in February 2018, she worked diligently to elevate the company and serve its clients every day.
While living in Houston, Katie has returned to Oak Wealth Management in 2023 in a part-time capacity. She is excited to reconnect with her co-workers, clients and friends.
Outside of work at Oak Wealth Management, Katie stays busy as a stay-at-home mother to her two children, Elliott (4) and Emma (3). Katie and her husband Mark enjoy taking their kids and French bulldog, Stella, on Houston-based adventures, cheering on the Clemson Tigers football team and traveling.