As Client Service Director at SD Capital, Katie is a trusted guide and steady presence for clients throughout their financial journey.

With over 21 years of experience in the financial services industry, she blends deep technical knowledge with a warm, personal approach—ensuring every client feels supported, informed, and truly cared for.

Katie began her career in 2004 after earning her degree in Office Administration from Davis College. She built her foundation at a large insurance agency, where she developed a passion for service, precision, and operational excellence. Today, she plays a critical role in the ongoing care of client accounts.

What sets Katie apart is her responsiveness, attention to detail, and sincere desire to help people feel confident and at ease—especially when navigating complex or emotional financial decisions. She believes that when clients feel secure and heard, they’re better positioned to focus on what matters most in life: their health, their goals, and their peace of mind.