Meet the Katies

Your Partners in Client Experience & Firm Flow

At WSF, the “Katies” are the heartbeat of our client experience and the secret sauce behind our smooth operations. Whether it’s scheduling, onboarding, solving a last-minute issue, or simply making sure your experience feels seamless and personal—this team is here to help.

Their main goal? To make every interaction effortless and every client feel genuinely cared for. With a deep background in finance, an eye for detail, and a heart for service, the Katies are always just a call or email away—ready to listen, assist, and find solutions.

Need help navigating something? Don’t worry—we’ve got you.