Katie Thurman
Client Services Specialist
FULL BIOGRAPHY
Katie brings nearly 20 years of experience helping individuals and families implement personalized retirement strategies to her current role. Her extensive knowledge of the financial services industry drives her passion for delivering solutions that align with each client’s unique goals, enabling them to enjoy a more confident and fulfilling retirement.
Known for her process-driven approach and exceptional organizational skills, Katie ensures every step of the client journey is managed with care, precision and efficiency. She plays a key role in turning retirement visions into reality through thoughtful execution and attention to detail.
Katie lives in Cumming, Georgia, with her husband, Brandon, and their son.