Katie has been with Hoffman Wealth Management, LLC for over a decade now. Her role is to manage client relationships, serve as a liaison, and gather financial data. She is responsible for our scheduling, account opening processes, website and Account View education, as well as assisting in meetings. As a licensed life insurance and long-term care specialist, Katie also handles the operational aspects of our firms insurance needs.
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 the Director of Operations and Client Relations at Hoffman Wealth Management, located near Pittsburgh. Katie resides in North Huntingdon, Pennsylvania, with her husband, Conny, and their new son. In her free time, Katie enjoys fitness, cooking, and spending time with her family.