As the Business Coordinator, Katie has a wide range of responsibilities supporting the firm’s business operations including new client outreach and process management, team calendar management, and accounting support. Before transitioning into this role, she worked as JNBA’s Office Manager, greeting guests and coordinating office management functions.
“Being an advocate means listening to clients and supporting their personal goals. It means being both honest and transparent and serving as a trusted partner. It means honoring clients’ intentions, putting their interests first, and always doing what’s right.”
Prior to joining JNBA, Katie spent six years with the Margaret A. Cargill Philanthropies, most recently serving as an administrative specialist in charge of offices and facilities. Her experience also includes seven years at Manpower Group and serving as a customer service representative at St. Jude Medical.
Katie has an associate’s degree in business administration and management from Rasmussen College.
In her free time, she enjoys traveling to warm-weather locales and spending time at her family’s cabin up north with her husband and two young children.