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Katie Barrett

Katie Barrett

Client Concierge

Contact Katie regarding scheduling meetings and calls with your advisor.

Katie is the connection between our clients and our Advisors. She knows where the Advisors are, how they can be reached and how best to communicate with them. To be sure you have uninterrupted time with your Advisor, she will schedule meetings or calls with your Advisor. She also coordinates seminars, webinars and client events.