Katie is our Client Services Manager. Her role involves overall client support and helping to provide a wonderful client experience.
Her friendly, outgoing personality compliments her professionalism well. She is a skilled planner and organizer and takes great pride in seeing projects come together all the way through to their successful completion.
Katie resides in Libertyville with her husband and two children where she enjoys working on enhancing the beauty of their yard. She has a great love for her family and faith. Katie has always had a passion for serving others and goes above and beyond for those in need. She puts the same dedication in all aspects of her life, which is what makes her a great addition to Capstone Financial Planning.