Meet Katie, the Chief Comfort Officer at Beacon Wealth Management. Her role may not be a traditional one, but her presence is invaluable. Katie provides comfort to our team, clients and individuals who visit us. We believe in a family atmosphere in everything we do here, and Katie helps us achieve that in more ways than one, including providing a high level of service.
Katie is a cherished member of the Halterman family. She enjoys treats, cuddles, and giving affectionate licks. One of her favorite activities is going on hikes with her loved ones. Katie’s playful nature brings joy and happiness to everyone she meets.
