Who We Are

Katie, one of our Office Coordinators, graduated from Vanderbilt University and has several years of experience in the finance and operations industries. She works closely with our team of financial advisers to provide administrative and operational support to maximize our clients’ experience with GDS. Katie assists our team by overseeing office communications and supporting our essential operations through scheduling appointments, assisting with office guests, answering phones, and managing the downstairs office. She is a firm believer in the value of serving others well, and in all that she does, she works to let our clients know that they are deeply valued by our team. Katie’s hard work and dedication are integral to our work, and we are glad to have her as a part of our team.

When she’s not in the office, Katie loves to travel and has a great appreciation for nature. She has visited Australia, New Zealand, Mexico, and Canada, as well as several places across the U.S. Although she has been to numerous exciting places, she is a born and raised DFW native. In her free time, Katie likes to try out different coffee shops—if you know of any hidden gems to recommend, be sure to let her know! She is also a very talented singer and has been singing since she was young. Sometimes, she even performs at some of the local coffee shops.