Financial Planner Assistant
Katie joined Briggs Wealth Management in January 2014. Her primary responsibilities include supporting our financial planners and assisting our clients in the financial planning process. Katie has over 10 years of experience in client account management, trade execution and client servicing. She graduated from the University of Connecticut with a major in Sociology: Concentration in Business.
Katie lives in Hebron, CT with her husband and two children. When not working, Katie enjoys music, running, hiking and travel. Katie started playing piano and singing when she was very young. She still enjoys paying piano today.