SFM Start Date:
B.S., Exercise Physiology & Nutrition
Abilene Christian University
Work experience prior to joining SFM:
Katie came to SFM with over 12 years of experience working at a financial institution headquartered in Colorado. Her background in the financial industry includes IRA account management, data center computer operations, and internet cash management software implementation.
Role at SFM:
Every day Katie comes to work with an exceptional attitude and intense commitment to providing our clients with extraordinary personal service. She assists new and existing clients with opening accounts, transferring assets, and all other aspects of account maintenance.
When not in the office:
Outside of the office, Katie volunteers for Whitefish Legacy Partners, an organization dedicated to creating access and recreational opportunities on public and private lands surrounding Whitefish, Montana. Katie’s hobbies include trail running, climbing, skiing, biking, and paddleboarding.