Recently we welcomed Katie Nentwick to the team as our Director of Insurance. Katie’s role is one of education with a focus on creating the best possible results using life insurance as part of each client’s individual situation.
Katie has both finance and law degrees and has worked for the past several years as a financial consultant for high net worth individuals and business owners. Her legal and financial background make her a valuable resource to those planning for, or going through, major life transitions. She is also adept at navigating complex estate planning and business planning issues and delivering creative solutions to achieve clients’ goals.
We are pleased to have Katie on the Koss Olinger team and are grateful to Katie for the positive contributions she is already making to our clients’ lives.