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"This is a quote from a Coyle Leader. These can appear randomly from a few select quotes."
Katie is the Head of Marketing at Coyle. Through her marketing and client engagement efforts, she ensures that our clients receive tailored and personalized communication, support, and assistance, to enhance their overall experience with Coyle. She brings over 15 years of experience in marketing and business development in both the financial and non-profit sectors. Katie graduated with honors from Columbia College Chicago, earning a BA in Business Management.
Outside of work, Katie values spending time with her family (except for her mischievous dog 🙂). She actively volunteers as the chair of the elementary school's Heartworks Committee and leads a Brownie troop.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.
