Client Relations Coordinator
Katy joined Lindsey & Lindsey and Ascent Wealth Management in May of 2022. She graduated from the University of Channel Islands in May of 2018 with a Bachelor of Arts in Communication emphasizing business and nonprofit management. This laid the groundwork for her career path which has provided her with experience in marketing, sales, and business management thus far. She has a strong desire to continue learning about all aspects of business, specifically wealth management, inspiring her next move within the financial industry. She now serves as the Client Relations Coordinator and a licensed California Notary for the office. Katy stays inspired through teaching and practicing hot yoga, snowboarding, getting creative in the kitchen, and spending time at the many beautiful beaches along the Ventura and Santa Barbara coastlines.