400 Northridge Road
Suite 350
Atlanta, GA 30350

404-237-8881

“Put yourself in their shoes.” – Jesse Harrison

Katie L. Conroy
CRPC®

Client Services Team Leader

Katie has been involved in the financial services industry since 2008. She was a client services manager for Capital Directions from 2017 until it joined with Savant in 2023. Prior to joining Capital Directions, she served clients in a family office environment.

Katie earned a bachelor’s degree in marketing and business administration from the University of Wisconsin and is a Chartered Retirement Planning CounselorSM (CRPC®). Outside of work, she enjoys yoga, hiking, reading, traveling, and spending quality time with her two daughters.

“Put yourself in their shoes.” – Jesse Harrison

Katie L. Conroy
CRPC®

Client Services Team Leader

Katie has been involved in the financial services industry since 2008. She was a client services manager for Capital Directions from 2017 until it joined with Savant in 2023. Prior to joining Capital Directions, she served clients in a family office environment.

Katie earned a bachelor’s degree in marketing and business administration from the University of Wisconsin and is a Chartered Retirement Planning CounselorSM (CRPC®). Outside of work, she enjoys yoga, hiking, reading, traveling, and spending quality time with her two daughters.