Broker Check
 
Katie Tompkins, CFP®

Katie Tompkins, CFP®

Branch Operations Manager

“Our clients are truly the best. It is a pleasure to work with them every day.”

Katie has been an integral part of the Iaconis team for more than eight years. She is charged with overseeing the day-to-day operations of new and existing clients’ experience. Her background in project management allows her to implement turnkey processes to ensure all clients receive a concierge level of service. Katie proactively communicates with clients on a regular basis to address the specific issues that relate to their circumstances.

Katie is married to John Tompkins, and they have two daughters, Whitney and Ann.

Education

  • University of Alabama, 2010
    Bachelor of Science in Commerce and Business Administration

  • University of Alabama, 2012
    Master of Science in Human Environmental Sciences

  • CERTIFIED FINANCIAL PLANNER™, 2016

Affiliations

  • Church of the Highlands – Pastoral Care Dream Team Member