Katie Brussard acts as a practice administrator, providing service to clients and maintaining the team calendar. She manages investment and insurance contracts on behalf of the team to streamline processing and is often our front line of client support.
Raised in North Reading, Massachusetts, Katie is a graduate of Salem State University and has a history of working in the financial services industry. She was a Cooperate Trainer at Scudder (now ADP Retirement Plans) from 1991 to 2005, and has extensive experience in practice management.
Katie and her husband of 28 years have three daughters and enjoy vacationing in Maine and the Cape with their extended family.