Kati has been a key member of the Client Service Team at Windrose Advisors since 2020, where she delivers attentive, day-to-day support tailored to each client’s unique needs. She plays an integral role in advancing clients’ long-term financial goals by working seamlessly with the client advisory, operations, and investment teams. Kati is responsible for preparing detailed reporting, monitoring portfolio allocations, and executing investment recommendations with precision, responsiveness, and care. She also supports clients with a range of estate planning needs, ensuring alignment between financial strategies and long-term family objectives. Tax considerations are a critical component of her work, and she helps ensure that planning and execution remain aligned with each client’s broader financial picture.

Prior to joining Windrose, Kati was a Senior Client Advisor at SCS Financial, a boutique family office and wealth management firm, where she spent over four years supporting clients through portfolio management, financial reporting, and cash flow analysis. She also assisted with estate planning and a variety of day-to-day financial needs. Earlier in her career, she interned with General Electric’s Financial Management Program, gaining experience with both the Power & Water HQ Income Statement Team in Schenectady, NY, and the Oil & Gas Subsea Offshore Team in Houston, TX.

Kati graduated Cum Laude from the College of the Holy Cross with a B.A. in Economics and a concentration in Political Science. A former captain of the Women’s Ice Hockey team, she brings the same leadership and discipline to her professional life. Outside of work, Kati enjoys hiking, cooking, traveling, and spending quality time with family and friends. She lives in Boston, Massachusetts with her husband and daughter.