Client Services Associate
Katie’s role at Hoffman Wealth Management is to manage client relationships, serve as a liaison, and gather financial data. She is responsible for our website education, some account opening processes, as well as assisting in meetings. Also, as a licensed life insurance and long-term care specialist, she handles operational aspects of our life insurance processes and LTC policies.
Katie graduated from the University of Pittsburgh at Greensburg in 2009 with a Bachelor’s of Science in Management and a minor in Psychology. Currently, she works as a Client Service Associate and Life Insurance/LTC Coordinator at Hoffman Wealth Management, located near Pittsburgh. Katie resides in North Huntingdon, Pennsylvania, with her husband, Conny. In her free time, Katie enjoys fitness, cooking, and spending time with her family.