Katie attended the University of South Carolina, where she graduated in 2021 with a bachelor’s degree in Mass Communications. She began her career with Monroe Financial Group in February 2021 as a Marketing Intern and joined the firm full time following graduation. Since then, Katie has grown into the role of Wealth Operations Manager, where she partners closely with financial advisors and clients to manage account operations, streamline processes, and elevate the overall client experience.

Outside of work, Katie enjoys cheering on the Carolina Gamecocks and Pittsburgh Steelers, staying active, and traveling with her husband, Jacob, and their dogs, Madden and Colby.