Katherine Mcgee Email & Phone Number

With a demonstrated history of leading strong cross-functional teams and delivering positive business outcomes, I enjoy innovating and improving products and services for customers. I have significant experience developing digital strategies, managing product portfolios, improving digital products and services for customers, and spearheading change initiatives. I have also served on advisory boards and hold multiple patents for digital innovations including digital appointment management and financial planning experiences. My background provides a great foundation for me to serve in my role as Vice President of Client Experience at Shepherd Street Advisors, a boutique wealth management firm. At Shepherd Street Advisors, I work to improve the overall client experience through transparent communications, intuitive planning experiences and tailored wealth management solutions across our platform. Many of our clients are professionals with successful careers and families. Some clients are risk-takers while others are more conservative. To leverage their time, they seek the advice and guidance of others, so they can focus on their interests and passions.Many of our clients are looking for answers to these types of questions.◊ How do I get all my accounts organized and properly allocated?◊ Should I be doing better or am I risking too much in my portfolio?◊ How much money will I need for retirement and still support the lifestyle I enjoy?◊ What planning strategies will help me in the years leading up to retirement?◊ How can I reduce the amount of taxes I am paying?◊ How can I be smart about saving for my kids' college expenses?◊ What is the best way to implement charitable giving into my plans?◊ Is my advisor paying me enough attention?◊ Am I missing anything as I plan for the future?If any of these questions resonate with you, connect with us at Shepherd Street Advisors (https://shepherdstreetadvisors.com) or send me a message on LinkedIn.Shepherd Street Advisors LLC is a registered investment advisor. Shepherd Street provides investment advisory and related services for clients nationally. Shepherd Street will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://shepherdstreetadvisors.com.