Katie White

Sr. Relationship Manager

Katie.White@bookendsfp.com

For Katie White, financial planning is about connection. As a Senior Relationship Manager, she ensures that every client feels supported and valued. She brings years of experience in financial services, blending expertise with warmth to create lasting relationships.

Katie is passionate about making financial planning feel personal and approachable. Her favorite part of the job is hearing clients’ stories and celebrating their successes. When she’s not building relationships at Bookends, she’s enjoying live music and spending time with her husband and two young children.