Katie shines when she connects personally with clients in memorable conversations over shared interests. “The welcoming and trusting nature of our team allows me the freedom to develop stronger relationships with our clients and community members, cultivating a better experience for all,” says Katie. “Our commitment to local ownership under female leadership further nurtures this deep engagement.”
- Joining Great Diamond Partners in 2026, Katie works in an administrative role directly supporting clients with account openings, updates, transactions and other needs. Her aptitude for relationship building reinforces established trust with clients and inspires confidence.
- As a self-motivated leader with a thirst for knowledge, Katie brings years of experience in customer service, office management, fulfillment, and supervisory roles. In her role at Unum, she developed knowledge of long-term care insurance, services, and products and refined her technical proficiency.
- Katie also brings experience within the financial services industry. In her position at H.M. Payson (now Corient), she specialized in relationship management and private equity administration.
Spending her childhood in Maine, Katie spread her wings to pursue higher education and landed at Rhodes College in Memphis, TN. She loved her school, affectionately comparing the architecture to Hogwarts, but experiencing life outside of Maine made her appreciate our beautiful state all the more. She chose to return, relish time with loved ones, and truly commit to calling Maine home.
- In honor and memory of her mother, Katie is a passionate advocate for Dana-Farber Cancer Institute and St. Jude’s Children’s Research Hospital. “These groups are committed both to advancing cancer research and to delivering compassionate, patient-centered care. The support they provide and the work they are doing is nothing short of amazing,” says Katie.
- Locally, she proudly supports Maine Needs and the Animal Refuge League of Greater Portland.
