Katy Kretzinger
Client Service Associate
Katy is a dedicated Client Service Representative with over four years of experience in the private wealth management industry. In her role, she expertly assists advisors and engages directly with clients, ensuring their needs are met and their paths to success are clearly paved. Katy is passionate about building strong relationships, addressing client inquiries, and filling in the gaps that often arise in personal account management. Her commitment to exceptional service helps clients feel confident and informed every step of the way.
Originally from Tampa, FL, Katy is proud to call this ever-growing community her home. Outside of work she enjoys spending time with her two children and travelling both nationally and internationally. Her deep-rooted connection to the area drives her dedication to providing personalized and attentive service to every client.