Client Advisory


Katie is an Associate in the Cincinnati South office. Her role on the team is to build and maintain client relationships by handling account updates, ensuring online access, completing cash movement requests, scheduling meetings, and taking care of any other needs clients may have.

Prior to joining Cerity partners, Katie served as a Client Relationship Specialist at ARGI Financial Group, where she built and maintained client relationships and supported the Advisory team. Before ARGI, Katie was an Ohio State-licensed Radon Technician and successfully ran her own company for nine years.


  • A.S. in Health Information Systems from the University of Cincinnati


  • Member of the Ohio Notary Commission

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