Katelyn Ingardia
Administrative Assistant
Katelyn Ingardia serves as the firm’s Administrative Assistant, providing essential support to the advisory team, and the overall operations of the firm. She plays a key role ensuring daily activities run smoothly by managing a wide range of administrative tasks, coordinating client interactions, and assisting both advisors across multiple areas of service. Katelyn values the variety and purpose of her work, taking pride in helping create a seamless, organized, and welcoming experience for clients while strengthening the efficiency and effectiveness of the team each day.