As director of our employer-sponsored retirement plan division, Katie has worked since 2008 with companies to successfully establish, operate and enhance qualified and non-qualified retirement plans. As a result, many of our clients refer to her as “401 Katie!” An NC State grad, Katie enjoys watching Wolfpack athletics and cheers on the Carolina Panthers with her husband and son, Cameron. Rounding out her family is Kona, a stubborn yet playful French Bulldog.