Katie O'Neill, FPQP®

With her exceptional balance of analytical skills and client-centric approach, Katie plays a crucial role in ensuring our operations run smoothly and efficiently. As Client Relations Coordinator and Operations Associate, Katie plays a pivotal role in ensuring seamless operations, efficient processes, and exceptional client experiences. 

Katie has a Bachelor’s degree in Microbiology from Montana State University and a Master of Finance from Colorado State University. Initially a microbiologist, Katie’s fascination with finance and its impact on life goals led her to pivot careers.  Her story is not just one of professional growth but also of personal passion, illustrating her belief in the transformative power of financial knowledge and well-being.