Katie McGuire

Katie oversees the operations of all Trillium Wealth locations to improve administrative efficiencies and enhance the client experience. Prior to her current role, Katie spent a decade at Carson Group Headquarters recruiting new Partners to the community and creating systems and processes for the sales team.

She also served as the Director of Member Services at one of the nation's leading health and fitness clubs and assisted small business owners by developing marketing solutions. Katie's focus is always putting the client experience first.

When she's not at work, Katie likes to stay active through running or fitness classes. Most of her time is spent in her kitchen with her husband creating new recipes or spending as much time as possible with her two daughters.