Katie is one of our original team members when we became The Speakman Financial Group in 2003. 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, graduating from Robert Morris University. She also 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.
Katie’s children keep her busy and active outside of the office. You will find her cheering son, Logan on at the hockey rink, or driving Nora to another gymnastics meet. In between, they find time to enjoy skiing, biking or hiking with Neeko, their Bernedoodle.