Katherine McCormick is an Assistant who plays a central role in the ongoing operations and client experience of the practice. She supports advisors and team members across the organization by helping to ensure that day to day activities, scheduling, communications, and administrative processes are handled efficiently and professionally.

Known for her strong organizational skills and attention to detail, Katherine is valued for her calm, approachable manner, and her ability to anticipate needs, helping create a seamless and welcoming experience for everyone she works with. As the practice continues to grow and evolve, Katherine’s adaptability and reliability help maintain consistency and high standards of service.

Beyond the office, Katherine has been actively involved in her community for many years, generously contributing her time to local organizations and initiatives. Her commitment to community involvement reflects the same care, integrity, and sense of responsibility she brings to her professional role.

Katherine takes pride in supporting clients, advisors, and colleagues alike, contributing to a collaborative, dependable, and client focused practice.

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