Meet Katie
Katie is the welcoming voice you’ll hear on the phone and the friendly face that greets you at our office. Passionate about client connections, she ensures every interaction is seamless and personalized.
Bringing a strong background in organization, marketing, and client service, Katie joined Goldstein Advisors in 2023. She began her career in the financial industry in 2017 as a client service administrator and excels in client communications, compliance support, and office administration.
Her experience spans sports photography, hospitality, and manufacturing—giving her a unique ability to see the bigger picture and contribute to meaningful success. She holds a Bachelor of Science in Art & Design with a concentration in Photography from Northern Michigan University.
Originally from northern Wisconsin, Katie considers herself a “Yooper.” Outside the office, she enjoys ice skating and snowboarding in the winter, while summers are spent biking, relaxing by the lake, and creating floral arrangements from her garden.
Education
- Northern Michigan University – Bachelor of Science in Art & Design