Katie Bichler joined The Speakman Financial Group as an Administrative Assistant in January 2004. She earned her Associate’s degree in Business at Community College and her Bachelor’s degree in Finance at Robert Morris University. She has also obtained her Life, Series 6 and Series 63 (held with LPL) licensing.
Katie’s main responsibilities are interfacing with clients with regard to explaining contract details and completing all necessary forms. Katie assists with providing detailed information needed to make recommendations and processing financial transactions after appointments.
Katie currently resides in Moon Township with her husband, Steve, and two children,Logan and Nora. In her free time, Katie enjoys physical activities with her family.