Katrina Wilson

Katrina has over 26 years of experience in a supporting role to financial advisors serving clients at banks and brokerage firms. Today, she leads the advisor support team of client service associates for the group. She supports the team’s retirement plan and individual clients with all account administration, transactions, technology usage and day-to-day compliance. She manages the processes and training for all support personnel on the team.

Katrina has worked with the partners of the group for over 15 years in a supporting role. She also serves as a Compliance Officer for Concurrent Investment Adviosrs responsible for on-going firm and regulatory operational compliance functions.

Katrina has a bachelor’s degree in Finance from Wayne State University. She holds the Series 3, 7, 9, 10, 63, 65 securities licenses as well as life, health, and annuity contract insurance licenses.

Katrina enjoys travelling to her daughter’s All Star Cheer competitions and time at the pool in Las Vegas with her husband. When she is not travelling, she enjoys working on home renovation projects with her exceptionally talented handy-man husband.