Registered Investment Assistant
Katie joined Tax Management Services, Inc. as an Investment Assistant in 2022. She graduated from the University of Wisconsin - Green Bay in 2007 with degrees in Political Science and Public Administration. Katie brings over 8 years of financial industry experience to TMS and holds her FINRA Series 7 license.
In Katie's spare time, she enjoys traveling, cooking, reading, gardening, and spending time with her husband, Aaron, and their pup, Ruby.