Katy joins the Focused Alpha team with more than 13 years of experience in the financial services industry and a genuine love for the work. For Katy, finance has never just been about numbers; it's about people. She is driven by a deep commitment to exceptional client service, believing that every interaction is an opportunity to build trust, provide clarity, and make someone's financial life feel a little less overwhelming. Behind the scenes, she brings that same care to the systems and strategies she builds because when operations run well, clients feel it. Thoughtful processes aren't just an operational goal for Katy; they're a way of showing up for the people she serves. She brings a degree in Business Management and a path of experience in roles where people and performance go hand in hand.

As a Colorado native, Katy knows how to make the most of everything the state has to offer — whether she's on the pickleball court, hitting the ski slopes, or doing her best to keep up with her adventurous 8-year-old daughter, Ellia.