Senior AUM Processor
Katie joined the Burns Estate Planning & Wealth Advisors family in March 2022 as an AUM Processor. Katie has been in the Office Administration Industry for the past 4+ years and was previously in the banking industry for 10+ years. She brings industry knowledge, experience and a level of customer service that is intuitive to our service model.
Katie is a Louisiana native and currently resides in Ponchatoula with her husband, two sons, two dogs & three cats. In her spare-time she enjoys spending time with her family & friends and reading a good book. Katie graduated with her degree from Southeastern.