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Client Advisory

Biography

Katie is a Senior 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.

Learn more about my practice.

Education

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

Highlights

  • Member of the Ohio Notary Commission

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.