Savant Wealth Management
Katie P. has a diverse work experience in the financial sector. Katie started their career at Rexco Equipment, Inc. in 2016, where they worked in accounts receivable. Katie'sresponsibilities included processing daily deposits, ACH, and wire payments, managing sales tax for multiple states, and handling customer account set-ups and collections. In 2019, Katie joined Terry Lockridge & Dunn as an accounts receivable specialist. Katie continued to manage receivables for clients, process new client IDs, and set up projects. Most recently, in 2022, they joined Savant Wealth Management as a financial reporting specialist. In this role, they assist clients with account balances, provides support to staff, and processes daily and monthly reports for company budgets.
Katie P.'s education history includes earning a Bachelor's degree in Finance and Human Resources from Mount Mercy University. Katie attended the university from 2013 to 2017.
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Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.