Katie is our Client Service Specialist coming to us with 6 years in the financial industry as an administrative specialist and office manager. She is the friendly voice on the phone and also assists in the account documentation and preparation for clients. She is currently studying to take her Series 65 and eager to continue learning, adding more responsibility and growing her role here at Paradigm Wealth Services, Inc.
She and her husband, Justin, moved to Idaho after their wedding in September 2019 and have been enjoying exploring the natural, captivating beauty of this great state. Outside of the office she enjoys working on house projects with Justin, reading, cooking, outdoor activities and spending time with their 3 fluff balls- their elderly kitty Luna and young pups, Rio & Zeus .