Katherine is an executive assistant with 6 years of experience in the financial services industry. Her responsibilities include document management for client services, new accounts and transfers, paperwork for retirement plans, and resolving client information requests.
Katherine attended the University of Texas at San Antonio where she graduated Magna Cum Laude with a Bachelors degree in Business Management. In 2017, she began her career with Kestra Financial in Austin, Texas. In 2022, she moved to San Antonio, where she then became a part of the PlanWell family. Katherine comes with an abundance of knowledge with her experience from our broker dealer, Kestra.
Her hobbies include movie marathons, cooking, home projects, and spending time with her family.