Business Manager & Receptionist

Katie received her Associates in Arts from Davidson Community College in 2021. From there she transferred to Appalachian State University to pursue her passion, a degree in Psychology.  The summer of 2022, she accepted the position of part time receptionist here at GCG Wealth Management.

During this time, she has come to realize her interest in finance, numbers, event planning, assisting clients, and advisors alike.  She believes her psychology background will help clients in so many areas of their life; death of a spouse, divorce, navigating the fluctuations of the markets and getting through uncertainty.  It is Katie’s hope to become a full-time Business Manager, the starting point to becoming a Financial Advisor.  She is currently exploring licensing and is eager to take the next steps to advance towards this exciting career path.

Katie is extremely organized and manages her time well.  She has exceptional communication skills and can often be found interacting with clients and wholesalers. 

When Katie is not at work, she can be found spending time with family, friends, and her Boxer pup, Mia.  Katie loves spending time at the coast.  She enjoys fast boat rides and paddle boarding.