Katie is a Director of Client Services at Fiduciary Investment Advisors, LLC (FIA). In her role, Katie works with all types of defined contribution plans including corporate 401(k) plans, non-profit hospital plans, and higher education clients. She is a member of the defined contribution group focusing on plan diagnostic reviews, vendor search and selection, fee disclosure reviews and quarterly reporting.
Prior to FIA, she was a Treasury Analyst with United Health Group’s Corporate Treasury Department. Katie has earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by Fiduciary360.
- Simmons College, BA
Spending time with family, running, baking