Katie, Director of Client Services
Katie’s “claim to fame” at Chesapeake Financial Advisors is that she was their first full-time hire, starting with the firm in 2010. All of our clients interact with Katie because she is responsible for assuring that everyone has all the banking and investment forms they need, she fields all billing questions, she sets up all clients with our Black Diamond wealth platform…there’s not much that she doesn’t do! Prior to working for Chesapeake, Katie was a loan processor for United Equity and she worked the pricing desk at First Home Mortgage. Her finance background in lending helps her understand her clients’ investment goals so she can help us strategize the best solutions for them.
When she’s not helping fielding questions from clients, she’s racing on her Peloton, traveling whenever she can and spending time with her husband and four daughters.
What Brought you to the area?
I grew up in Towson and went to Loch Raven High School. I now live in Glen Mills, Pennsylvania.
What do you love about working for Chesapeake Financial Advisors?
I love the family first culture and that everyone is willing to help and pitch in to continue to improve processes even if it’s “not their role.”
What is your favorite thing about working with clients?
I do everything I can to understand where my clients are coming from. If I understand their perspective I can better meet their needs.
Which of our core values is your favorite and why?
Without integrity you don’t have loyalty or transparency so for me it is a tie between integrity and knowledge.
Do you have a professional mantra?
I have two and they’re simple: Work hard, play hard. Don’t sweat the small stuff.
What is your favorite quote?
“Life is not measured by the number of breaths you take but by the moments that take your breath away.” — Unknown author