Client Services Manager
Katie Conroy joined Capital Directions in March 2017 and serves as a Client Services Manager. Katie has over 12 years experience in financial services and holds her CRPC® (Chartered Retirement Planning Counselor) designation. Mrs. Conroy graduated from the University of Wisconsin with a bachelors degree in Marketing and Business Administration in 2004. Outside of work, she enjoys yoga, hiking, reading, traveling and spending quality time with her husband and daughter.