As the firm’s Office Manager, Katie is typically the first person to greet clients, either in person or on the phone. Katie has a wide range of responsibilities, which include providing administrative support, coordinating office management functions, assisting with human resources and recruiting, and overseeing vendor management and facilities support.
“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.”
Before joining JNBA, Katie spent six years with the Margaret A. Cargill Philanthropies, most recently serving as administrative specialist in charge of offices and facilities. Prior to that, she spent seven years as a recruiter and central order fulfilment manager at Manpower Group. Her experience also includes 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.