With over a decade of experience in client service, she’s focused her career around building trust and providing thoughtful, reliable service to create long lasting relationships. Starting out as a high-net-worth Personal Insurance Account Manager at Arthur J. Gallagher Insurance Brokers, Katie enjoyed working directly with clients to create and advise on risk management plans. Transitioning into the financial industry, Katie worked in the lending department at First Republic Bank (acquired by JP Morgan Chase) in residential mortgage closing and loan servicing. Katie is a graduate of Saint Mary’s College of California with a Bachelor of Arts in International Area Studies: Europe with a Minor in History. Outside of work, Katie enjoys traveling, hiking, cooking, and trying to keep her thumb green in the garden.