Katie is one of our original team members when we became The Speakman Financial Group over 16 years ago. She has developed quite a reputation for being efficient and caring in all things customer service oriented. Prior to becoming a key member of our team, she received her education in Finance, and holds PA licensing in Life, Accident and Health and FINRA Series 6 and 63 with LPL Financial. Her experience and relationships with clients have made her a natural mentor to newer team members as they grow.
While obtaining a bachelor’s degree from Robert Morris University, she met Steve. They decided to walk through life together. They married and brought along a son, Logan and daughter, Nora for the journey. To keep it interesting, the family adopted Neeko, a Bernedoodle in 2020. Together they all enjoy getting outdoors to play: the winter finds them skiing and they enjoy biking and hiking the local trails in the warmer weather.