Client Services & Administrative Support
In her dual role as Client Services and Administrative Support, Katherine’s responsibilities are integral to the continued success of our team. While ensuring the operational efficiency of the firm by scheduling meetings, handling client requests, and processing client account paperwork, she frequently represents the first line of communication when serving clients.
Prior to joining ASE, Katherine worked for a number of leading firms across the medical and healthcare industry, including Quantros, Inc. (formerly Comparion Medical Analytics), Blue Cross Blue Shield of Michigan, and Eagle Managed Care. She has enjoyed her transition into the financial services industry and has relished the opportunity to work closely with clients and their families.
A native of northern New Jersey, Katherine currently lives in Simpsonville, South Carolina with her husband, Jim. Her daughter, Katie, is a freshman in college, while her younger daughter Meghan is a sophomore in high school. As part of her mission to ensure fine arts opportunities are available in all schools, Katherine supports the Gettysburg College Alumni Association and The Jubilate Arts Guild. Outside of the office, she enjoys volunteering, reading and relaxing with family and friends.