Katherine brings over a decade of dedicated experience in the financial services industry to her role as Director of Client Operations. With a deep understanding of client needs and operational excellence, she leads with a strategic mindset and a commitment to fostering meaningful relationships. Her expertise spans process optimization, team leadership, and delivering seamless client experiences, ensuring both efficiency and satisfaction.
A proud graduate of the University of Texas at San Antonio (UTSA), Katherine earned her Bachelor’s Degree in Business Management magna cum laude, laying a strong foundation for her career. She began her professional journey at Kestra Financial in Austin, Texas, where she honed her skills and built a reputation for excellence.
In 2022, Katherine relocated to San Antonio, where she joined the PlanWell family and has continued to make a lasting impact. Outside of work, she finds joy in movie marathons, experimenting in the kitchen, tackling home projects, and cherishing quality time with her family. Her blend of professional expertise and personal passions reflects her balanced and purposeful approach to life.