Katy Baldrachi, Financial Paraplanner
Registered Assistant Operations Manager
Katy serves as our Paraplanner and Operations Manager. She helps to ensure our clients receive excellent service and support and handles account setup and maintenance, compliance records and office operations. She has passed the Series 7, 66, 6 and SIE exams and has over nine years of Financial Services experience.
Katy also assists with client meetings under the supervision of Kathy Williams. She is preparing to become a future Financial Advisor.
Katy enjoys writing, gardening, and caring for her neighborhood ducks; she’s known by her neighbors as the “Duck Whisperer.” She’s also a board member for her homeowners association, where she advocates to beautify the neighborhood and preserve its natural resources for both the neighbors and the local wildlife.
Katy’s husband Ryan works for the Oklahoma State Department of Health, and they are parents to their beautiful cats Chester, Simon, Annie, Yin, Pickles and Mary Hartman. Katy is also an adoring aunt who loves spending time with her niece and five nephews whenever she can.