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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 four 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, who served in the United States Marine Corp Reserves for six years. He works at The Church of the Highlands, where they are active members, and have serves multiple roles on the Dream Team.

Education

  • Candidate for CFP® Certification
  • University of Alabama, 2010
    Bachelor of Science in Commerce and Business Administration
  • University of Alabama, 2012
    Master of Science in Human Environmental Sciences

Affiliations

  • Church of the Highlands – Member