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Katie McInerney

Katie McInerney

Client Service Manager,

Financial Planning Specialist

Qualifications

  • She earned her Associates in Science degree from Prairie State College.
  • Notary Public in Brevard County, FL.

Roles & Responsibilities

  • Katie's role is to help clients find solutions to questions or issues as quickly as possible on an ongoing basis
  • She is responsible for all necessary follow-ups subsequent to client meetings and I am always happy to assist clients when they call or visit.
  • With a strength in technology and workflow, she collaborates with the advisor to systemize and streamline internal practice procedure.
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Patricia (Pippy) Overbay

Operations Manager