Katie provides administrative support and helps oversee general office management. She assists with client review scheduling and client appreciation events as well as assisting with day-to-day client requests. Katie holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Prior to joining Brandywine Oak Private Wealth, Katie served as a Registered Client Associate at WSFS and has worked in the industry since 2015.
Katie enjoys traveling, animals, and skiing. She lives in Wilmington, DE, with her husband, Andre, and son, Cameron.