Katie joined RFS in 2019 as an administrative assistant after spending a decade as a stay-at-home mom. Since then, she has become an integral part of the team, developing expertise across multiple business practices to enhance operational efficiency and strengthen client services. She holds a Bachelor of Science in Communications from the University of Kentucky and brings prior experience in both private and non-profit sectors.
Over the years, Katie has become a trusted partner to the firm’s wealth advisors, providing high-level support that is essential to the success of the business. As Ron and Ruth’s middle child, she considers it a privilege to work alongside her family, helping clients pursue financial security and a fulfilling retirement.
Outside the office, Katie enjoys life with her husband, their five children, and three dogs. Proud Kentucky natives, they cherish the close-knit connections of family and friends while embracing opportunities to explore new horizons through family vacations—experiences that continually inspire awe for the beauty of creation.