Katie Knott

Client relationship Associate

Ask Katie Knott why she chose her career, and she will tell you that it started with a personal interest in financial planning. She has seen how planning for her goals helps her reach them, and this has translated into a passion for helping others achieve their goals. As our Client Relationship Associate, Katie juggles myriad responsibilities to make sure the needs of clients and advisors are efficiently handled. She has an “I will figure this out” mentality that serves her—and us—brilliantly.

Katie has more than 20 years of experience in financial services, including as an executive assistant, transaction processing specialist, securities specialist, operations specialist, and portfolio manager associate. She thrives in her career field because it has allowed her to bring projects to fruition and see how her work adds value to the firm. She finds it gratifying to get to know clients and their families, keeping up with their travels, anniversaries and children’s activities.

Outside of the office, this Castle Rock resident loves spending time with her family, camping, and attending concerts. Throughout the year, you will find her volunteering with Morgan Adams Foundation, a Colorado nonprofit that is near to her heart. Her passion, though, is traveling. She has a long bucket list of experiences that includes tasting the world’s best cuisines, standing on top of the Eiffel Tower, and visiting Stonehenge.