Katie started as an administrative assistant here at American Financial Services in 2017. She has been in the customer service business for over 15 years; several of those years were spent in management along with the banking industry. Katie coordinates with the advisors and other staff members to make sure our clients’ expectations are met and their needs are taken care of.
Katie received her Associate’s Degree in Business Management from Kent State University. Her education and work background has enabled her to continue to learn many different aspects of the wealth management business. She is always eager and willing to learn and share her knowledge.
Katie resides in Salem with her husband Jake and son Shawn; they enjoy the outdoors and spending time together.