Financial Planning Assistant
Katie works in Fragasso’s financial planning department as a financial planning assistant. She takes pride in being part of a client’s journey to financial success. Katie supports a team of financial advisors in analyzing the financial position of clients and prospective clients to determine the most suitable strategy for their individual needs and financial goals. Having played basketball from a small child through college, Katie utilizes her refined skills in teamwork and communication in her career.
Katie is native to the Bethel Park area of Pittsburgh, although she recently lived in five other states as she completed her education. She has a Master of Business Administration from Keiser University along with a bachelor’s in criminal justice with a minor in business from Chatham University. Outside of the office, Katie enjoys playing and watching a variety of sports and spending time with her beloved pets.