Business Manager & CFO
Katie received her Bachelor of Business Administration in Family Enterprise with minors in Marketing and Entrepreneurship in 2010 and her Master of Business Administration in 2011 from Stetson University in Deland, FL.
Katie has been with Legacy Wealth Partners, formerly Levin Financial Group since graduating with her Masters in 2011. She began her career as a Financial Services Professional and Director of Recruiting, which allowed her to share her experiences and insight into the field with prospective intern and career candidates. In 2016, Katie was promoted into the position of Business Manager & CFO.