Client Relationship Coordinator
Katie joined WDS in 2022 as a Client Support Coordinator, bringing over a decade of customer service and management experience to the team. In her current role, as Client Relationship Coordinator, she collaborates closely with Financial Advisor, Kyle French, to ensure a seamless and efficient service experience for clients. Katie’s straightforward communication style and dedication to helping people achieve their goals make her a valuable asset to the team and our clients.
Katie earned her Bachelor of Science in Economics with a minor in History from the University of Wisconsin-Whitewater. With a passion for empowering others, Katie takes pride in helping clients succeed and ensuring their needs are met with honesty and clarity. Looking ahead, Katie aims to continue her professional growth with the goal of becoming a Financial Advisor.
Residing in Stoughton with her husband, Myke, and their two children, Harper and Cappy, Katie enjoys exploring Wisconsin’s State Parks, baking, and spending time with her family. In her free time, you can often find her at the hockey rink, supporting her children’s activities, or enjoying the outdoors.
