About Katy

Katy joined the team in 2020.  She grew up in the Big Sky state of Montana and moved to Boise in 2011.  There is no place she would rather be.  She recently decided to dig her roots in a little deeper and bought her first home.  She has an 13 year old son and FOUR fur children to keep her on her toes (cats & dogs!).   Her and her husband, Alex, enjoy hiking, biking, and anything that involves being outdoors.

Katy is a valuable part of the team as she often acts as the first line of communication between Berkeley and the clients.  She is passionate about making a difference in people's lives.  She looks forward to building meaningful relationships and becoming an integral part of Berkeley, Inc.'s future! Katy is a Financial Paraplanner Qualified Professional (FPQP). 

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