KATIE ADLER + CLIENT SERVICE SPECIALIST
In Katie’s role as a client service specialist, she works closely with our clients and custodians to ensure that they have an exceptional client experience. Among Katie’s responsibilities include preparing, tracking, and submitting paperwork including opening new accounts, transferring money between accounts, completing address changes and processing client deposits. She works closely with the Operations Manager to resolve any client/custodian issues and strives to make all interactions with the firm to be exceptional. Prior to joining the firm in 2012, Katie has worked in several different industries in the areas of banking, sales and marketing. She brings with her over 10 years of customer service experience and although the professional endeavors differ, the desire to help others and learn new things remains constant.
Katie and her husband, Ryan, live in Council Bluffs with their two children. They enjoy spending time outdoors and are avid Husker fans.
- BSBA in Business Administration, Bellevue University
- Lutz Gives Back Committee
- Heartland Women’s Network Board, Sales & Sponsorship Chair
- Council Bluffs Community School District Career and Technical Education (CTE) Advisory Council