When Katie joined Grand Wealth’s general administrative team in 2017, she brought her background in financial accounting along with her. As our firm has grown, so too has Katie’s talents for keeping our back office bookkeeping and investment portfolio reconciliations clean and accurate.
“Most of what I do is behind the scenes,” says Katie. “But I feel important, because everything I do matters – to ourselves and our clients. Plus, I really like numbers. If something doesn’t balance, I’ll work on it until it does.”
Before joining Grand Wealth, Katie served in accounting positions at various Grand Rapids businesses. She also holds a bachelor’s degree in finance.
Katie currently works for us part-time while she raises her three young children. This doesn’t leave an enormous amount of time for other activities, but when she does take a break, she enjoys settling in with a good book, or going boating with family and friends from their lakeside family cottage.
- Bachelor of Business Administration, Finance, Davenport University