Client Care Specialist
Katy joined Financial Advocates in October 2021 as a Virtual Assistant and member of the Client Care team. She brings almost 20 years of industry experience and holds her Series 7 and Series 63 registrations with LPL Financial, and is working to obtain her Series 66 with Financial Advocates Investment Management. She is a dedicated, hard worker and enjoys a good challenge. Katy is passionate about the client experience and helping to solve problems. Katy lives in Marysville, WA with her significant other Josh, and their 1-year-old daughter Rylee. She enjoys spending time with family and friends, traveling, and watching sports.