Katie A. Clark

Client Relationship Associate

As Client Relationship Associate, Katie is responsible for providing support to clients by organizing and ensuring proper completion of all client paperwork, following up on client service issues, preparing reports, preparing for and scheduling client and prospective client meetings, and maintenance of client files.

She joined Financial Wealth Management in September 2014 as Front Desk Coordinator and was promoted to Client Relationship Associate in October 2016. Katie graduated from the University of Wisconsin – Madison with a Bachelor’s degree in Sociology. She has a background in Human Resources and Sales.

Katie resides in the Verona area with her family. In her free time, she enjoys spending time playing games and watching movies. During the Summer, she and her family spend most of their weekends at her family cottage. Katie also enjoys cooking and trying new recipes.