Katie Lopez

Client Experience Coordinator

With 15 years of experience in the financial world and the daily adventure of raising three boys, I brings calm to chaos and warmth to every client interaction. As WSF’s Client Experience Coordinator, I thrive on building genuine relationships and making clients feel supported, understood, and at ease—no matter the situation. Known for my can-do attitude and steady presence, I am the go-to for navigating high-stress moments with grace and efficiency.

When I’m not delighting clients, you can find me at a live concert, out in nature, or spending quality time with the people I love most.