Katie L. Conroy
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.