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Katie mcdaniel FPQP® | client services assistant

“As a client of Keeler Thomas prior to becoming an employee, I have experienced first hand the care, concern, and expertise of the Keeler Thomas Team. From the moment you walk in the door you know that you are in good hands.  At Keeler Thomas we always strive to put the client first and we value our relationship with each and every client that we partner with.”

Katie joined the Keeler Thomas team in 2017.  As a member of the highly-trained Client Services team, Katie’s responsibilities include supporting all client financial services as an advisor assistant. She also engages client questions and researches specific answers as needed. Katie comes to us with 10 years of excellent experience in client service and support.  She currently holds the Registered Paraplanner™ designation in financial planning and services. In 1998, she graduated from BYU-Idaho with an associate degree in Elementary Education.