As a Senior Retirement Plan Consultant, Katie works with the partners of the firm assisting in the design and management of defined contribution and defined benefit plans for Cornerstone Retire. Katie began her career with First Financial Resources in 2008 before joining the firm in 2012.
Katie specializes in providing strategies to help plan sponsors create, enhance and maintain effective retirement plans. She strives to educate and empower plan participants to confidently accumulate and manage their assets to pursue their retirement goals.
Katie resides in Huntersville, NC and she plays tennis for USTA and the Lake Norman Compass Draw Tennis. Katie is also an active supporter of the American Heart Association, Hospice and Palliative Care.