4960 Corporate Drive NW Suite 100-A Huntsville, AL 35805
Call Us At: (256) 273-5109 Katie is an intake specialist & client service specialist at Valley Estate Planning.
Katie is an intake specialist & client service specialist at Valley Estate Planning.
Katie is the newest member of the Valley Estate Planning team, serving as an Intake Specialist while transitioning into a Client Services Specialist role. She guides callers through the initial steps of becoming a client, ensuring a smooth and welcoming experience from the very first contact.
Originally from West Virginia, she moved to Huntsville three years ago and is happily married and settling into life in the Rocket City. She holds a bachelor’s degree in National Security and Intelligence and is currently pursuing a master’s in Clinical Mental Health Counseling. Before joining the firm, she spent two years in government-contracted work—a fast-paced corporate environment she stepped away from to find greater balance and purpose.
When she’s not helping clients or studying, you can find Katie hiking quiet trails, cooking and baking new recipes, tending her plants, or relaxing with her dogs. She also loves live concerts and deliberately chooses the calm over the hustle and bustle of everyday life.
