Katie Carlson, Registered Service Associate

Katie joins us from Chicago, IL, where she originally started her financial services career having gained ten years of experience working for some of the industry’s leading financial firms.  Her positive and caring client service approach ensures that our clients always feel comfortable and well supported.  Katie earned her bachelor’s degree from the University of Illinois at Urbana-Champaign in 2005 and is enjoying her recent relocation to sunny Arizona.