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Katie  Stevens

Katie Stevens

Client Operations

Katie has worked in different areas of finance for the past 15 years and joined WORTH Investments in April 2022. She handles money movement and client account maintenance for WORTH Investments. She confirms transfers are completed in a timely fashion and makes account updates for clients when necessary.

In her free time, Katie enjoys spending time with her husband and two kids. She usually is found volunteering at church, playing at local parks with her kids, spending time in her garden or with her plants, cooking food for her always hungry kids, and reading herself to sleep every night.