Katie brings both trust and legal experience to her role as a Client Services Specialist. In the early days of her professional life, she worked as a litigation paralegal for both Kaye Scholer LLP in New York and then later at Sandberg, Phoenix and von Gontard P.C. in St Louis. Her interest in trusts and estates took shape while working for Long Reimer Winegar Beppler LLP (LRWB) as a paralegal specializing in estate planning and corporate law. She went on to become Director of Client Services for Frontier Administrative Services, an LRWB subsidiary offering administration services to private trust companies.
Katie earned a B.A. with honors from Vassar College and completed coursework toward a Juris Doctor degree at Saint Louis University School of Law. Katie has completed Trust I and Trust II through Cannon Financial Institute and looks forward to completing Trust III to obtain the Certified Trust and Financial Advisor designation. In addition, Katie holds her Wyoming Real Estate license, which provides a platform of knowledge for real estate transactions.
Since moving to Jackson in 2006, Katie has developed a love for the community and the outdoors. She enjoys backpacking, cross-country skiing, traveling and spending time with family and pets. Katie is a Spiritual Care Volunteer at St John’s Medical Center and, as a member of Vassar’s Alumni Admissions Program, interviews college applicants.
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