Partner, Chief Compliance Officer
404 573 4942
404 573 4943
My NET WORTHWHILE™ is developing relationships that build trust and ensuring that others know that they are valued and important.
Katie wants SignatureFD clients to feel confident and secure knowing they are partnering with a firm that is upholding high compliance and ethical standards. She is proud to be part of a team that values their clients above themselves and hopes to serve as an asset/resource to co-workers and clients, alike.
Katie has more than 15 years of experience in the industry. Prior to joining SignatureFD, Katie was a Vice President and served as Compliance Officer and Registered Principal at Peachtree Planning Corporation. Katie has received several professional awards and honors, including Leaders Club Qualifier for Guardian Life Insurance Company and inclusion in the Cambridge Who’s Who Among Executive and Professional Women list.
Katie is an active member of Peachtree Road United Methodist Church, and she volunteers with Start With One- Kenya.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.