Financial Paraplanner/Registered Assistant Operations Manager
Katy serves as our Financial Paraplanner, Client Support and Operations Manager. Katy helps to ensure our clients receive excellent service and support. She handles account setup and maintenance, compliance records and office operations. Katy also assists with client meetings under Kathy Williams.
Outside of the office, 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 advocate 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.