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As Client Service Associate, Katie’s primary focus is to help Kendall Capital maintain the high level of service they provide to their Middle-class Millionaire® clients. Her attention to detail makes her the perfect point person for their system administration and client paperwork. Trustworthy and reliable, her ability to handle any request, question, or concern with confidence is an asset to the firm. Katie takes great pride in providing excellent service while staying true to the core values of Kendall Capital.

After graduating from the University of Maryland in 2011 with a BA in English, Katie’s top-notch communication skills made her a great fit for office administrator roles at a range of companies and non-profit organizations. Prior to Kendall Capital, she served as the Executive Assistant to the Director at the National Veterans Service at the Veterans of Foreign Wars. In 2021, Katie joined the Kendall Capital family, first as Office Manager, before transitioning to her current role.

Katie is a native Marylander and currently lives in Olney with her husband, their two cats, and a guinea pig named Zoso.