Katie Sneed, CRPP®, AIF® promoted to Wealth Advisor

We’re excited to announce Katie Sneed, CRPP®, AIF®, has been promoted to Wealth Advisor! Katie brings extensive institutional retirement plan experience to our clients, partnering with plan sponsors, crafting investment policy statements, and leveraging our full advisory platform.

Katie’s client-centric approach, depth of knowledge, and dedication for building lasting relationships have been instrumental to her success. We’re proud to support Katie as she continues to grow and make an impact on this expanded role.