Our Team

Katie Palmer

Client Service Manager

“Detailed Efficiency”

Katie is in the details. With a passion for precision and a genuine commitment to exceptional client experiences, Katie brings expertise and organization to her role as Client Service Manager. Known for her meticulous attention to detail, she approaches every task with careful, thoughtful eyes—ensuring accuracy, clarity, and confidence in every project she handles. Whether she’s organizing financial records, preparing essential documentation, or managing ongoing account support, she does so with an enthusiasm that reflects her love for structure and organization. Her friendly nature, paired with her dedication to getting things “just right,” makes her a trusted resource for both clients and our team. Katie’s blend of thoroughness, reliability and genuine care is at the heart of the exceptional service she provides each day.