Client Support and Operations Manager
Katy serves as our Client Support and Operations Manager. A Registered Assistant, 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 reviews and client meetings.
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 works to beautify the neighborhood and preserve its natural resources for both her neighbors and the local wildlife.
Katy’s husband, Ryan, works for the Oklahoma Forestry Service, and they are proud parents to five beautiful cats: Chester, Simon, Annie, Yin, and Mary Hartman. She also loves spending time with her niece and four nephews, who are sources of great joy.